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
2401
$16.5K ﹤0.01%
100
-119
2402
$16.5K ﹤0.01%
244
2403
$16.5K ﹤0.01%
250
2404
$16.5K ﹤0.01%
264
2405
$16.5K ﹤0.01%
200
-249
2406
$16.5K ﹤0.01%
402
+14
2407
$16.4K ﹤0.01%
+1,000
2408
$16.4K ﹤0.01%
400
2409
$16.3K ﹤0.01%
275
+9
2410
$16.3K ﹤0.01%
700
2411
$16.2K ﹤0.01%
+64
2412
$16.2K ﹤0.01%
242
-72
2413
$16.1K ﹤0.01%
393
+2
2414
$16K ﹤0.01%
3,901
-1,774
2415
$16K ﹤0.01%
546
2416
$15.9K ﹤0.01%
1,633
+357
2417
$15.9K ﹤0.01%
750
-250
2418
$15.9K ﹤0.01%
11,121
2419
$15.9K ﹤0.01%
1,204
-25
2420
$15.9K ﹤0.01%
572
2421
$15.9K ﹤0.01%
5,000
2422
$15.9K ﹤0.01%
1,000
-200
2423
$15.9K ﹤0.01%
99
2424
$15.8K ﹤0.01%
1,035
2425
$15.8K ﹤0.01%
485
95 96
97
98 99