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
576
$199K 0.02%
5,691
+2,851
577
$199K 0.02%
8,184
-120
578
$199K 0.02%
422
+174
579
$197K 0.02%
1,173
+326
580
$197K 0.02%
8,115
581
$197K 0.02%
1,393
-293
582
$196K 0.02%
3,416
+1,440
583
$196K 0.02%
14,595
584
$196K 0.02%
3,904
-183
585
$195K 0.02%
5,382
-309
586
$195K 0.02%
+3,802
587
$194K 0.02%
3,598
-860
588
$194K 0.02%
4,239
+565
589
$194K 0.02%
4,990
-1,306
590
$194K 0.02%
4,117
+447
591
$194K 0.02%
10,859
-1,300
592
$193K 0.02%
2,435
+1,012
593
$193K 0.02%
2,786
-336
594
$193K 0.02%
2,130
+40
595
$192K 0.02%
3,470
-756
596
$192K 0.02%
1,427
597
$192K 0.02%
2,605
+1,450
598
$192K 0.02%
7,099
-1,695
599
$191K 0.02%
1,173
-122
600
$191K 0.02%
8,344
22 23
24
25 26