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
526
$233K 0.03%
2,543
-228
527
$232K 0.03%
+1,848
528
$231K 0.03%
1,674
+1,279
529
$231K 0.03%
10,305
+324
530
$230K 0.03%
13,780
531
$230K 0.03%
5,484
-1,107
532
$229K 0.03%
4,993
+1,348
533
$228K 0.03%
2,551
+260
534
$228K 0.03%
9,374
535
$228K 0.03%
3,005
+314
536
$228K 0.03%
9,065
537
$226K 0.03%
8,100
+2,100
538
$226K 0.03%
5,493
+930
539
$225K 0.03%
3,330
+12
540
$224K 0.03%
3,362
+111
541
$223K 0.03%
14,700
+4,110
542
$223K 0.03%
366
+21
543
$222K 0.03%
1,597
+292
544
$221K 0.03%
5,155
+4
545
$221K 0.03%
1,418
+605
546
$220K 0.03%
11,947
+402
547
$218K 0.03%
11,429
-549
548
$218K 0.03%
5,518
+1,679
549
$218K 0.03%
1,903
-94
550
$216K 0.02%
1,320
+180
20 21
22
23 24