APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$11.2M
2
+$6.12M
3
+$5.33M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.52M

Top Sells

1
+$8.47M
2
+$8.25M
3
+$7.13M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.28M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.08M

Sector Composition

1 Technology 14.12%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.1%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$26.3K ﹤0.01%
1,480
+300
2202
$26.3K ﹤0.01%
820
-599
2203
$26.3K ﹤0.01%
658
+1
2204
$26.2K ﹤0.01%
6,000
-38
2205
$26.1K ﹤0.01%
421
+211
2206
$26K ﹤0.01%
1,880
+17
2207
$25.9K ﹤0.01%
880
2208
$25.8K ﹤0.01%
1,448
+542
2209
$25.8K ﹤0.01%
814
2210
$25.7K ﹤0.01%
796
2211
$25.7K ﹤0.01%
2,337
-418
2212
$25.5K ﹤0.01%
658
+480
2213
$25.5K ﹤0.01%
353
+53
2214
$25.4K ﹤0.01%
365
+18
2215
$25.2K ﹤0.01%
350
2216
$25.2K ﹤0.01%
540
+24
2217
$25.2K ﹤0.01%
362
2218
$25.2K ﹤0.01%
111
-38
2219
$25.2K ﹤0.01%
1,576
2220
$25.1K ﹤0.01%
+1,245
2221
$25K ﹤0.01%
1,143
+23
2222
$25K ﹤0.01%
785
+508
2223
$25K ﹤0.01%
+670
2224
$25K ﹤0.01%
322
+10
2225
$24.9K ﹤0.01%
1,108
87 88
89
90 91