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
2426
$15.7K ﹤0.01%
3,000
2427
$15.6K ﹤0.01%
650
2428
$15.6K ﹤0.01%
1,100
2429
$15.5K ﹤0.01%
670
2430
$15.5K ﹤0.01%
487
-2,823
2431
$15.5K ﹤0.01%
726
-9,823
2432
$15.5K ﹤0.01%
1,019
+28
2433
$15.5K ﹤0.01%
89
-67
2434
$15.3K ﹤0.01%
273
-276
2435
$15.3K ﹤0.01%
850
+200
2436
$15.2K ﹤0.01%
1,500
2437
$15.2K ﹤0.01%
+301
2438
$15.2K ﹤0.01%
30
-100
2439
$15.1K ﹤0.01%
575
2440
$15.1K ﹤0.01%
579
+13
2441
$15K ﹤0.01%
1,765
2442
$15K ﹤0.01%
150
2443
$15K ﹤0.01%
185
2444
$15K ﹤0.01%
334
2445
$15K ﹤0.01%
1,051
2446
$15K ﹤0.01%
421
+242
2447
$14.9K ﹤0.01%
800
2448
$14.9K ﹤0.01%
1,216
+2
2449
$14.9K ﹤0.01%
+684
2450
$14.9K ﹤0.01%
826
-304
96 97
98
99 100