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
601
$191K 0.02%
+12,494
602
$190K 0.02%
4,030
+3
603
$190K 0.02%
829
604
$190K 0.02%
2,736
+20
605
$189K 0.02%
10,154
+178
606
$189K 0.02%
1,639
-50
607
$187K 0.02%
4,861
-2,608
608
$187K 0.02%
9,802
-1,998
609
$187K 0.02%
415
-23
610
$186K 0.02%
4,722
-498
611
$186K 0.02%
8,124
-1,676
612
$185K 0.02%
2,873
+33
613
$185K 0.02%
3,276
+1,840
614
$184K 0.02%
3,240
-107
615
$184K 0.02%
1,963
-29
616
$182K 0.02%
5,598
617
$181K 0.02%
2,176
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$181K 0.02%
8,531
-1,200
619
$180K 0.02%
2,932
-205
620
$180K 0.02%
6,800
621
$180K 0.02%
9,699
+285
622
$180K 0.02%
2,554
-257
623
$177K 0.02%
1,868
+38
624
$177K 0.02%
2,597
-577
625
$177K 0.02%
1,724
-411
23 24
25
26 27