APA
American Portfolios Advisors Portfolio holdings
AUM
$2.36B
This Quarter Return
+6.28%
1 Year Return
-14.59%
3 Year Return
+43.53%
5 Year Return
+72.29%
10 Year Return
–
AUM
$870M
AUM Growth
+$870M
(+18%)
Cap. Flow
+$99.3M
Cap. Flow
% of AUM
11.42%
Top 10 Holdings %
Top 10 Hldgs %
19.11%
Holding
2,539
New
164
Increased
851
Reduced
483
Closed
134
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$4.67M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$4.2M |
| 3 |
Apple
AAPL
|
$3.89M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$3.85M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$3.76M |
Top Sells
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$4.16M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$844K |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$829K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$810K |
| 5 |
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 | 3.97% |