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
401
$369K 0.04%
12,110
+700
402
$366K 0.04%
6,352
+977
403
$366K 0.04%
+16,144
404
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1,952
-243
405
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6,711
+213
407
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4,790
+1,195
408
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5,698
-708
409
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1,813
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410
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411
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12,292
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412
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413
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414
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415
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6,518
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416
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417
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418
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14,052
419
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5,217
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420
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10,731
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421
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1,513
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422
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24,571
-3,773
423
$343K 0.04%
28,547
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424
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2,073
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425
$340K 0.04%
9,783
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