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
451
$310K 0.04%
5,452
+658
452
$308K 0.04%
7,317
+1,589
453
$305K 0.04%
1,624
+140
454
$304K 0.03%
2,703
+16
455
$301K 0.03%
1,667
+506
456
$301K 0.03%
4,369
+4
457
$299K 0.03%
4,820
+1,719
458
$298K 0.03%
3,291
+138
459
$296K 0.03%
830
+28
460
$295K 0.03%
4,254
+475
461
$292K 0.03%
3,519
-4,481
462
$289K 0.03%
5,656
+44
463
$289K 0.03%
10,597
+1,342
464
$286K 0.03%
10,560
+7,025
465
$286K 0.03%
8,458
+245
466
$284K 0.03%
4,542
+785
467
$283K 0.03%
2,033
+38
468
$281K 0.03%
6,330
+431
469
$281K 0.03%
12,475
+4,150
470
$279K 0.03%
4,983
+974
471
$277K 0.03%
2,350
+421
472
$277K 0.03%
3,328
+1,003
473
$276K 0.03%
5,686
+723
474
$276K 0.03%
4,493
+709
475
$276K 0.03%
5,450
17 18
19
20 21