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
326
$480K 0.06%
6,265
-313
327
$480K 0.06%
12,456
+2,663
328
$475K 0.05%
16,531
+1,266
329
$473K 0.05%
3,170
+11
330
$472K 0.05%
14,961
+6,118
331
$466K 0.05%
2,629
+1,132
332
$466K 0.05%
959
+316
333
$466K 0.05%
6,905
+193
334
$465K 0.05%
4,808
+4,108
335
$463K 0.05%
2,369
+583
336
$462K 0.05%
5,085
+162
337
$460K 0.05%
14,898
+8,834
338
$459K 0.05%
9,562
339
$459K 0.05%
6,870
-100
340
$458K 0.05%
8,517
-5,901
341
$458K 0.05%
1,246
+93
342
$457K 0.05%
9,094
-752
343
$454K 0.05%
3,440
+196
344
$452K 0.05%
21,533
+1,393
345
$452K 0.05%
8,560
+787
346
$450K 0.05%
11,868
+1,128
347
$449K 0.05%
17,765
348
$449K 0.05%
14,346
+4,467
349
$448K 0.05%
18,400
350
$447K 0.05%
13,837
-5,114
12 13
14
15 16