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
2276
$22.4K ﹤0.01%
190
-44
2277
$22.2K ﹤0.01%
1,300
2278
$22.2K ﹤0.01%
564
2279
$22K ﹤0.01%
365
2280
$22K ﹤0.01%
+400
2281
$22K ﹤0.01%
281
-40
2282
$21.9K ﹤0.01%
2,000
+500
2283
$21.8K ﹤0.01%
228
2284
$21.7K ﹤0.01%
243
2285
$21.7K ﹤0.01%
+2,000
2286
$21.6K ﹤0.01%
634
2287
$21.6K ﹤0.01%
750
2288
$21.6K ﹤0.01%
1,720
+17
2289
$21.6K ﹤0.01%
734
+73
2290
$21.4K ﹤0.01%
1,173
-250
2291
$21.3K ﹤0.01%
160
2292
$21.3K ﹤0.01%
1,127
+1,052
2293
$21.3K ﹤0.01%
720
2294
$21.2K ﹤0.01%
800
2295
$21.2K ﹤0.01%
774
+25
2296
$21.2K ﹤0.01%
1,550
2297
$21.2K ﹤0.01%
350
2298
$21.2K ﹤0.01%
1,000
2299
$21.2K ﹤0.01%
1,223
-389
2300
$21.1K ﹤0.01%
127
+44
90 91
92
93 94