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
26
$5.46M 0.63%
777,040
+118,360
27
$5.32M 0.61%
301,290
+184,281
28
$5.05M 0.58%
103,835
+5,009
29
$5M 0.57%
51,083
+2,112
30
$4.84M 0.56%
29,912
+23,793
31
$4.83M 0.56%
190,512
+19,303
32
$4.78M 0.55%
27,720
+110
33
$4.71M 0.54%
12,577
+2,801
34
$4.59M 0.53%
92,649
+17,056
35
$4.5M 0.52%
88,163
+8,719
36
$4.38M 0.5%
28,103
+22,728
37
$4.38M 0.5%
39,656
+38,060
38
$4.38M 0.5%
45,991
+1,937
39
$4.35M 0.5%
147,813
+1,294
40
$4.31M 0.5%
103,011
+6,706
41
$4.06M 0.47%
67,960
+2,760
42
$4.02M 0.46%
105,166
+64,936
43
$3.99M 0.46%
46,968
-1,377
44
$3.94M 0.45%
58,952
+592
45
$3.91M 0.45%
88,200
+6,548
46
$3.84M 0.44%
37,828
+732
47
$3.78M 0.43%
38,454
-505
48
$3.78M 0.43%
70,771
+5,707
49
$3.78M 0.43%
66,207
+57,819
50
$3.76M 0.43%
17,568
+4,129
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