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
401
$369K 0.04%
12,110
+700
402
$366K 0.04%
6,352
+977
403
$366K 0.04%
+16,144
404
$366K 0.04%
1,952
-243
405
$365K 0.04%
18,865
+11
406
$363K 0.04%
6,711
+213
407
$363K 0.04%
4,790
+1,195
408
$362K 0.04%
5,698
-708
409
$359K 0.04%
1,813
+333
410
$359K 0.04%
+3,714
411
$357K 0.04%
12,292
+8
412
$357K 0.04%
3,202
+128
413
$356K 0.04%
7,798
+30
414
$355K 0.04%
7,603
+201
415
$354K 0.04%
6,518
-115
416
$354K 0.04%
2,495
-11
417
$353K 0.04%
8,273
-669
418
$348K 0.04%
14,052
419
$348K 0.04%
5,217
+1,669
420
$348K 0.04%
10,731
+4,224
421
$346K 0.04%
1,513
+1,243
422
$344K 0.04%
24,571
-3,773
423
$343K 0.04%
28,547
+840
424
$341K 0.04%
2,073
+7
425
$340K 0.04%
9,783
+579
15 16
17
18 19