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
2376
$18.1K ﹤0.01%
196
2377
$18K ﹤0.01%
1,033
-102
2378
$17.9K ﹤0.01%
1,473
2379
$17.9K ﹤0.01%
+573
2380
$17.9K ﹤0.01%
375
-485
2381
$17.8K ﹤0.01%
351
-2,469
2382
$17.8K ﹤0.01%
113
2383
$17.8K ﹤0.01%
3,440
2384
$17.8K ﹤0.01%
+153
2385
$17.7K ﹤0.01%
1,099
2386
$17.7K ﹤0.01%
366
-206
2387
$17.7K ﹤0.01%
350
+300
2388
$17.6K ﹤0.01%
3,790
+7
2389
$17.2K ﹤0.01%
689
+208
2390
$17.2K ﹤0.01%
440
2391
$17.1K ﹤0.01%
508
2392
$17K ﹤0.01%
189
2393
$16.9K ﹤0.01%
1,154
+17
2394
$16.9K ﹤0.01%
1,000
2395
$16.8K ﹤0.01%
183
2396
$16.8K ﹤0.01%
6,081
+1,000
2397
$16.8K ﹤0.01%
7,140
-1,600
2398
$16.7K ﹤0.01%
+1,854
2399
$16.6K ﹤0.01%
1,550
2400
$16.6K ﹤0.01%
180
94 95
96
97 98