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
2226
$24.9K ﹤0.01%
313
2227
$24.8K ﹤0.01%
154
-34
2228
$24.8K ﹤0.01%
748
-249
2229
$24.8K ﹤0.01%
3,649
2230
$24.8K ﹤0.01%
1,100
2231
$24.4K ﹤0.01%
+897
2232
$24.3K ﹤0.01%
950
2233
$24.3K ﹤0.01%
626
+7
2234
$24.1K ﹤0.01%
2,011
2235
$24.1K ﹤0.01%
800
+398
2236
$24.1K ﹤0.01%
172
+51
2237
$24K ﹤0.01%
+2,750
2238
$24K ﹤0.01%
1,002
+58
2239
$23.9K ﹤0.01%
1,792
+625
2240
$23.9K ﹤0.01%
453
2241
$23.9K ﹤0.01%
+1,278
2242
$23.9K ﹤0.01%
72
+22
2243
$23.8K ﹤0.01%
740
-31
2244
$23.8K ﹤0.01%
500
-800
2245
$23.8K ﹤0.01%
565
2246
$23.8K ﹤0.01%
940
2247
$23.8K ﹤0.01%
+882
2248
$23.7K ﹤0.01%
287
+162
2249
$23.6K ﹤0.01%
676
+100
2250
$23.6K ﹤0.01%
242
+34
88 89
90
91 92