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
2251
$23.6K ﹤0.01%
515
2252
$23.6K ﹤0.01%
799
2253
$23.5K ﹤0.01%
1,700
-35,000
2254
$23.5K ﹤0.01%
738
-350
2255
$23.5K ﹤0.01%
638
2256
$23.4K ﹤0.01%
1,601
+41
2257
$23.4K ﹤0.01%
234
-43
2258
$23.4K ﹤0.01%
706
2259
$23.3K ﹤0.01%
433
2260
$23.3K ﹤0.01%
1,118
2261
$23.2K ﹤0.01%
416
2262
$23.2K ﹤0.01%
226
+109
2263
$23.2K ﹤0.01%
1,630
2264
$23.1K ﹤0.01%
1,321
-2
2265
$23.1K ﹤0.01%
980
+5
2266
$23.1K ﹤0.01%
100
2267
$23.1K ﹤0.01%
796
+99
2268
$23K ﹤0.01%
200
+14
2269
$22.9K ﹤0.01%
1,292
2270
$22.9K ﹤0.01%
500
2271
$22.6K ﹤0.01%
2,614
-1,000
2272
$22.5K ﹤0.01%
4,486
-517
2273
$22.5K ﹤0.01%
1,557
2274
$22.4K ﹤0.01%
315
+3
2275
$22.4K ﹤0.01%
3,800
89 90
91
92 93