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
551
$216K 0.02%
3,862
+985
552
$214K 0.02%
4,196
+1,323
553
$213K 0.02%
1,804
+243
554
$212K 0.02%
2,838
-651
555
$211K 0.02%
2,982
-96
556
$211K 0.02%
1,038
+42
557
$211K 0.02%
27,705
-333
558
$210K 0.02%
12,285
-3,747
559
$209K 0.02%
5,045
+48
560
$208K 0.02%
9,398
-80
561
$208K 0.02%
5,812
+11
562
$207K 0.02%
5,115
+615
563
$207K 0.02%
6,586
+1,971
564
$207K 0.02%
5,802
565
$207K 0.02%
8,792
+928
566
$206K 0.02%
20,104
+1,984
567
$206K 0.02%
1,705
+36
568
$206K 0.02%
3,508
-804
569
$205K 0.02%
4,823
570
$204K 0.02%
17,764
+2,441
571
$203K 0.02%
2,989
-1,319
572
$202K 0.02%
12,680
573
$201K 0.02%
8,810
574
$200K 0.02%
5,875
575
$199K 0.02%
1,753
-60
21 22
23
24 25