APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.61M
2 +$4.2M
3 +$3.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.74M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

1 +$4.1M
2 +$844K
3 +$822K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$815K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$666K

Sector Composition

1 Technology 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$445K 0.05%
17,700
+2,335
352
$445K 0.05%
8,071
+446
353
$441K 0.05%
10,750
+150
354
$440K 0.05%
4,200
+1,793
355
$439K 0.05%
8,488
+1,200
356
$439K 0.05%
1,602
+283
357
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6,769
+1,473
358
$434K 0.05%
6,099
-471
359
$429K 0.05%
2,379
+959
360
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6,117
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361
$428K 0.05%
16,835
+5,075
362
$428K 0.05%
2,740
+1,196
363
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10,270
-4,148
364
$423K 0.05%
4,681
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365
$423K 0.05%
5,533
-1,633
366
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367
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368
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369
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3,201
-400
370
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25,275
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371
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2,740
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372
$411K 0.05%
6,923
+2,264
373
$409K 0.05%
4,943
+207
374
$407K 0.05%
3,375
+776
375
$406K 0.05%
4,864
+1,016