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
476
$274K 0.03%
10,077
-452
477
$273K 0.03%
5,903
+2,181
478
$273K 0.03%
17,070
479
$272K 0.03%
4,588
+788
480
$271K 0.03%
3,940
-676
481
$271K 0.03%
4,973
-306
482
$270K 0.03%
3,775
-716
483
$270K 0.03%
1,517
+429
484
$270K 0.03%
7,288
-270
485
$269K 0.03%
9,248
+1,662
486
$269K 0.03%
8,494
+1,552
487
$268K 0.03%
16,800
488
$267K 0.03%
4,054
+336
489
$267K 0.03%
1,997
-2,883
490
$267K 0.03%
5,081
+26
491
$263K 0.03%
2,612
+968
492
$263K 0.03%
2,505
-85
493
$263K 0.03%
15,292
+1,385
494
$262K 0.03%
4,904
+315
495
$262K 0.03%
6,788
+2,567
496
$261K 0.03%
4,924
-24
497
$261K 0.03%
17,116
-1,528
498
$260K 0.03%
9,644
+6,645
499
$258K 0.03%
1,549
-218
500
$256K 0.03%
5,740
+495
18 19
20
21 22