APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,650
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.12M
3
+$5.45M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.98M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.68M

Top Sells

1
+$8.36M
2
+$8.23M
3
+$7.3M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.17M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.08%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$30.3K ﹤0.01%
803
+20
2127
$30.1K ﹤0.01%
+1,040
2128
$30K ﹤0.01%
2,353
+1,750
2129
$30K ﹤0.01%
274
+9
2130
$30K ﹤0.01%
737
+60
2131
$30K ﹤0.01%
2,558
+37
2132
$29.9K ﹤0.01%
300
2133
$29.9K ﹤0.01%
2,448
+198
2134
$29.9K ﹤0.01%
1,500
2135
$29.8K ﹤0.01%
437
+253
2136
$29.8K ﹤0.01%
789
2137
$29.7K ﹤0.01%
310
+110
2138
$29.7K ﹤0.01%
763
+63
2139
$29.6K ﹤0.01%
1,300
+450
2140
$29.5K ﹤0.01%
2,100
+300
2141
$29.5K ﹤0.01%
930
-1,396
2142
$29.4K ﹤0.01%
1,491
2143
$29.4K ﹤0.01%
1,025
2144
$29.4K ﹤0.01%
402
2145
$29.4K ﹤0.01%
1,650
2146
$29.4K ﹤0.01%
258
2147
$29.3K ﹤0.01%
376
2148
$29.3K ﹤0.01%
441
2149
$29.2K ﹤0.01%
525
-41
2150
$29.1K ﹤0.01%
1,500
+173
84 85
86
87 88