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
2451
$14.9K ﹤0.01%
1,854
2452
$14.8K ﹤0.01%
734
-10
2453
$14.8K ﹤0.01%
248
2454
$14.8K ﹤0.01%
36
-1,885
2455
$14.8K ﹤0.01%
1,500
-1,477
2456
$14.8K ﹤0.01%
330
+30
2457
$14.8K ﹤0.01%
+201
2458
$14.7K ﹤0.01%
251
2459
$14.7K ﹤0.01%
263
2460
$14.7K ﹤0.01%
453
-2,000
2461
$14.6K ﹤0.01%
189
+13
2462
$14.6K ﹤0.01%
813
+65
2463
$14.6K ﹤0.01%
450
2464
$14.6K ﹤0.01%
207
-37
2465
$14.5K ﹤0.01%
2,023
+450
2466
$14.5K ﹤0.01%
17
-3
2467
$14.5K ﹤0.01%
500
2468
$14.5K ﹤0.01%
781
+53
2469
$14.5K ﹤0.01%
916
2470
$14.4K ﹤0.01%
342
2471
$14.4K ﹤0.01%
768
2472
$14.4K ﹤0.01%
150
-44
2473
$14.4K ﹤0.01%
+500
2474
$14.3K ﹤0.01%
323
-108
2475
$14.3K ﹤0.01%
200
97 98
99
100 101