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
2326
$20.2K ﹤0.01%
500
2327
$20.1K ﹤0.01%
697
+143
2328
$20.1K ﹤0.01%
2,117
+200
2329
$20.1K ﹤0.01%
1,125
2330
$20K ﹤0.01%
494
2331
$20K ﹤0.01%
1,300
2332
$20K ﹤0.01%
219
2333
$20K ﹤0.01%
+150
2334
$19.9K ﹤0.01%
162
-146
2335
$19.9K ﹤0.01%
386
2336
$19.9K ﹤0.01%
2,250
2337
$19.9K ﹤0.01%
800
2338
$19.8K ﹤0.01%
704
2339
$19.7K ﹤0.01%
950
2340
$19.7K ﹤0.01%
914
-68
2341
$19.7K ﹤0.01%
3,389
-310
2342
$19.7K ﹤0.01%
+4,500
2343
$19.6K ﹤0.01%
+65
2344
$19.6K ﹤0.01%
795
+3
2345
$19.6K ﹤0.01%
132
+90
2346
$19.4K ﹤0.01%
523
+6
2347
$19.3K ﹤0.01%
179
+45
2348
$19.3K ﹤0.01%
420
2349
$19.3K ﹤0.01%
283
+200
2350
$19.2K ﹤0.01%
220
92 93
94
95 96