APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.61M
2 +$4.2M
3 +$3.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.74M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

1 +$4.1M
2 +$844K
3 +$822K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$815K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$666K

Sector Composition

1 Technology 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-12
2477
-50
2478
-2,900
2479
-27
2480
-192
2481
-4,200
2482
-17
2483
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2484
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2485
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2486
-2,379
2487
-1,376
2488
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2489
-22,988
2490
-1
2491
-386
2492
-400
2493
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2494
-2,112
2495
-100
2496
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2497
-100
2498
-3,200
2499
-7,778
2500
-100