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
2151
$29.1K ﹤0.01%
300
+185
2152
$29.1K ﹤0.01%
664
2153
$29.1K ﹤0.01%
+525
2154
$29K ﹤0.01%
+650
2155
$28.8K ﹤0.01%
715
+126
2156
$28.8K ﹤0.01%
798
2157
$28.8K ﹤0.01%
947
2158
$28.8K ﹤0.01%
692
-80
2159
$28.7K ﹤0.01%
817
2160
$28.7K ﹤0.01%
1,535
2161
$28.7K ﹤0.01%
610
-170
2162
$28.5K ﹤0.01%
1,510
2163
$28.5K ﹤0.01%
11,176
2164
$28.5K ﹤0.01%
150
2165
$28.5K ﹤0.01%
259
2166
$28.4K ﹤0.01%
116
-6
2167
$28.4K ﹤0.01%
6,625
-500
2168
$28.3K ﹤0.01%
339
2169
$28.3K ﹤0.01%
1,989
+160
2170
$28.2K ﹤0.01%
2,000
-2,000
2171
$28.2K ﹤0.01%
334
2172
$28.2K ﹤0.01%
2,563
+53
2173
$28.1K ﹤0.01%
1,328
-4,300
2174
$28.1K ﹤0.01%
526
2175
$28K ﹤0.01%
729
85 86
87
88 89