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
$870M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,539
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.2M
3
+$3.89M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.85M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.76M

Top Sells

1
+$4.16M
2
+$844K
3
+$829K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$810K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$665K

Sector Composition

1 Technology 10.67%
2 Financials 5.52%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$767K 0.09%
6,744
+1,117
227
$757K 0.09%
5,820
+2,303
228
$757K 0.09%
8,723
-522
229
$749K 0.09%
9,832
+197
230
$749K 0.09%
4,778
+37
231
$749K 0.09%
29,670
+1,965
232
$745K 0.09%
14,270
+38
233
$741K 0.09%
15,263
+12,314
234
$724K 0.08%
8,233
+1,356
235
$723K 0.08%
5,006
+870
236
$720K 0.08%
11,850
+32
237
$716K 0.08%
47,982
+2,976
238
$713K 0.08%
1,484
+494
239
$707K 0.08%
7,344
+234
240
$706K 0.08%
7,803
-293
241
$701K 0.08%
7,945
-440
242
$699K 0.08%
14,390
+10,666
243
$688K 0.08%
13,226
-1,179
244
$675K 0.08%
6,710
+179
245
$671K 0.08%
9,543
+692
246
$667K 0.08%
18,887
+1,994
247
$665K 0.08%
5,741
-193
248
$661K 0.08%
27,150
+1,400
249
$660K 0.08%
13,732
+7,026
250
$658K 0.08%
6,675
+4,741
8 9
10
11 12