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
276
$586K 0.07%
11,095
-8,239
277
$585K 0.07%
13,968
+24
278
$584K 0.07%
9,178
-1,011
279
$582K 0.07%
3,675
+171
280
$582K 0.07%
6,616
+1,909
281
$580K 0.07%
10,316
+2,803
282
$576K 0.07%
7,456
-661
283
$565K 0.06%
11,842
-48
284
$564K 0.06%
7,311
-5,408
285
$563K 0.06%
6,732
+750
286
$559K 0.06%
4,390
+509
287
$556K 0.06%
5,091
+5,081
288
$554K 0.06%
4,273
+422
289
$549K 0.06%
22,133
+2,414
290
$545K 0.06%
1,717
-1,592
291
$543K 0.06%
7,542
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292
$540K 0.06%
2,375
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293
$530K 0.06%
10,676
-3,027
294
$528K 0.06%
10,351
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295
$527K 0.06%
6,591
+275
296
$525K 0.06%
9,973
-509
297
$525K 0.06%
2,742
+786
298
$523K 0.06%
5,716
+609
299
$523K 0.06%
11,198
-587
300
$523K 0.06%
12,773
-29
10 11
12
13 14