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
2176
$28K ﹤0.01%
5,244
-4
2177
$27.9K ﹤0.01%
1,578
+430
2178
$27.8K ﹤0.01%
536
2179
$27.8K ﹤0.01%
218
-2
2180
$27.6K ﹤0.01%
1,132
+716
2181
$27.5K ﹤0.01%
2,040
2182
$27.5K ﹤0.01%
568
2183
$27.4K ﹤0.01%
+4,000
2184
$27.4K ﹤0.01%
303
2185
$27.4K ﹤0.01%
269
-2
2186
$27.3K ﹤0.01%
580
2187
$27.3K ﹤0.01%
425
-35
2188
$27.3K ﹤0.01%
887
-52
2189
$27.2K ﹤0.01%
590
-150
2190
$27.1K ﹤0.01%
201
2191
$27.1K ﹤0.01%
295
-47
2192
$27K ﹤0.01%
622
-2
2193
$26.9K ﹤0.01%
260
2194
$26.9K ﹤0.01%
860
+788
2195
$26.8K ﹤0.01%
140
2196
$26.7K ﹤0.01%
672
2197
$26.7K ﹤0.01%
445
+184
2198
$26.5K ﹤0.01%
540
2199
$26.4K ﹤0.01%
436
+46
2200
$26.4K ﹤0.01%
1,166
86 87
88
89 90