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
301
$522K 0.06%
20,330
+19,995
302
$522K 0.06%
8,359
+160
303
$520K 0.06%
3,993
+1,484
304
$517K 0.06%
10,586
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305
$516K 0.06%
10,128
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306
$512K 0.06%
2,049
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307
$509K 0.06%
15,124
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308
$506K 0.06%
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309
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8,151
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310
$503K 0.06%
1,424
+38
311
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1,340
+656
312
$496K 0.06%
8,858
+6,892
313
$496K 0.06%
14,202
+36
314
$495K 0.06%
16,926
-218
315
$492K 0.06%
7,788
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316
$492K 0.06%
11,278
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$491K 0.06%
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318
$490K 0.06%
4,785
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319
$489K 0.06%
8,452
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320
$486K 0.06%
3,318
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321
$486K 0.06%
9,879
+1,536
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$484K 0.06%
12,243
-286
323
$484K 0.06%
11,915
+3,155
324
$483K 0.06%
10,380
-449
325
$483K 0.06%
+13,309
11 12
13
14 15