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
426
$338K 0.04%
6,828
-580
427
$338K 0.04%
3,949
+2,265
428
$337K 0.04%
6,440
+6,207
429
$336K 0.04%
1,643
+184
430
$330K 0.04%
2,424
+576
431
$330K 0.04%
17,304
-34,944
432
$327K 0.04%
6,928
+26
433
$327K 0.04%
11,064
+16
434
$326K 0.04%
29,408
435
$323K 0.04%
4,506
+1,025
436
$322K 0.04%
13,920
+5,865
437
$322K 0.04%
25,600
-800
438
$321K 0.04%
15,884
+3,525
439
$321K 0.04%
13,340
+8,526
440
$317K 0.04%
5,766
+42
441
$316K 0.04%
14,585
-177
442
$316K 0.04%
17,724
+3,671
443
$316K 0.04%
2,591
+984
444
$316K 0.04%
13,095
+3,388
445
$315K 0.04%
4,721
+1,047
446
$314K 0.04%
7,960
+29
447
$312K 0.04%
7,070
+183
448
$311K 0.04%
4,987
+1,245
449
$311K 0.04%
7,038
+14
450
$310K 0.04%
4,904
-375
16 17
18
19 20