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
501
$256K 0.03%
3,664
+335
502
$255K 0.03%
7,658
+3,038
503
$254K 0.03%
13,118
-265
504
$253K 0.03%
9,728
-131
505
$253K 0.03%
2,031
+42
506
$253K 0.03%
9,155
+524
507
$253K 0.03%
6,320
-1,268
508
$251K 0.03%
2,800
+1
509
$250K 0.03%
3,660
+706
510
$249K 0.03%
5,703
-99
511
$249K 0.03%
10,690
-539
512
$246K 0.03%
11,803
+321
513
$246K 0.03%
17,919
+143
514
$245K 0.03%
3,665
+447
515
$245K 0.03%
3,976
-375
516
$244K 0.03%
2,328
+659
517
$244K 0.03%
4,498
-276
518
$243K 0.03%
2,528
+58
519
$241K 0.03%
4,436
+750
520
$241K 0.03%
63,168
-984
521
$240K 0.03%
2,389
+1,142
522
$239K 0.03%
18,588
+92
523
$236K 0.03%
3,215
-112
524
$235K 0.03%
4,660
+228
525
$234K 0.03%
2,666
+618
19 20
21
22 23