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
626
$177K 0.02%
1,902
+1,213
627
$176K 0.02%
961
-273
628
$176K 0.02%
689
629
$176K 0.02%
9,429
-75
630
$176K 0.02%
+3,170
631
$176K 0.02%
5,095
+30
632
$174K 0.02%
9,111
+1,320
633
$173K 0.02%
2,298
634
$173K 0.02%
3,885
+339
635
$173K 0.02%
3,260
+236
636
$172K 0.02%
3,630
-553
637
$172K 0.02%
3,000
638
$171K 0.02%
2,787
+34
639
$171K 0.02%
3,202
-375
640
$171K 0.02%
12,648
641
$171K 0.02%
3,845
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642
$171K 0.02%
1,387
-328
643
$171K 0.02%
2,135
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644
$170K 0.02%
1,913
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645
$170K 0.02%
2,991
+1,050
646
$169K 0.02%
1,164
-2,813
647
$169K 0.02%
4,811
+151
648
$169K 0.02%
6,695
649
$169K 0.02%
5,300
+450
650
$167K 0.02%
1,741
+148
24 25
26
27 28