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
2351
$19.2K ﹤0.01%
+500
2352
$19K ﹤0.01%
297
2353
$18.7K ﹤0.01%
309
2354
$18.7K ﹤0.01%
171
+18
2355
$18.7K ﹤0.01%
813
2356
$18.7K ﹤0.01%
1,100
+15
2357
$18.7K ﹤0.01%
193
2358
$18.6K ﹤0.01%
758
2359
$18.6K ﹤0.01%
305
-409
2360
$18.6K ﹤0.01%
825
-569
2361
$18.6K ﹤0.01%
813
+533
2362
$18.4K ﹤0.01%
291
-2,217
2363
$18.3K ﹤0.01%
500
2364
$18.3K ﹤0.01%
116
-3,912
2365
$18.3K ﹤0.01%
526
-657
2366
$18.3K ﹤0.01%
295
2367
$18.3K ﹤0.01%
234
-519
2368
$18.3K ﹤0.01%
800
2369
$18.3K ﹤0.01%
162
-54
2370
$18.3K ﹤0.01%
250
2371
$18.2K ﹤0.01%
800
2372
$18.2K ﹤0.01%
170
2373
$18.1K ﹤0.01%
516
2374
$18.1K ﹤0.01%
390
2375
$18.1K ﹤0.01%
1,292
+13
93 94
95
96 97