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
251
$649K 0.07%
10,657
+1,478
252
$647K 0.07%
6,963
+5,615
253
$647K 0.07%
2,961
+509
254
$646K 0.07%
3,394
-818
255
$646K 0.07%
25,175
+20,425
256
$643K 0.07%
9,395
+210
257
$642K 0.07%
3,896
+1,846
258
$640K 0.07%
5,223
+997
259
$640K 0.07%
6,424
-66
260
$639K 0.07%
2,848
-138
261
$638K 0.07%
25,745
+4,440
262
$629K 0.07%
9,050
+4,913
263
$623K 0.07%
8,321
+69
264
$619K 0.07%
4,260
-1,016
265
$615K 0.07%
6,208
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266
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13,919
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267
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6,615
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268
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4,151
-971
269
$605K 0.07%
3,552
-22
270
$603K 0.07%
65,139
+128
271
$601K 0.07%
6,962
-1,660
272
$600K 0.07%
36,128
-3,520
273
$595K 0.07%
5,100
+288
274
$594K 0.07%
23,660
275
$589K 0.07%
9,638
+21
9 10
11
12 13