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
376
$405K 0.05%
8,612
-15
377
$405K 0.05%
19,233
+565
378
$404K 0.05%
12,959
+1,181
379
$401K 0.05%
26,915
-1,294
380
$398K 0.05%
7,728
-12,667
381
$397K 0.05%
45,167
+5,112
382
$395K 0.05%
2,468
-425
383
$395K 0.05%
2,959
+100
384
$390K 0.04%
8,040
-292
385
$389K 0.04%
7,742
-65
386
$389K 0.04%
2,285
+734
387
$385K 0.04%
8,064
-1,431
388
$384K 0.04%
20,741
-6
389
$384K 0.04%
+6,539
390
$382K 0.04%
7,301
+167
391
$381K 0.04%
12,220
+72
392
$380K 0.04%
8,500
+1,300
393
$379K 0.04%
10,190
-59
394
$378K 0.04%
6,371
-319
395
$378K 0.04%
10,031
-438
396
$377K 0.04%
2,348
-118
397
$374K 0.04%
13,156
+1,353
398
$370K 0.04%
14,898
+23
399
$369K 0.04%
8,164
-483
400
$369K 0.04%
23,435
-5,185
14 15
16
17 18