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
651
$167K 0.02%
6,030
-1,398
652
$167K 0.02%
6,806
-1,064
653
$166K 0.02%
2,615
+1,019
654
$166K 0.02%
2,338
+44
655
$166K 0.02%
1,600
656
$166K 0.02%
2,083
+45
657
$165K 0.02%
3,921
658
$163K 0.02%
2,041
659
$163K 0.02%
1,715
-224
660
$163K 0.02%
6,419
-450
661
$163K 0.02%
4,019
662
$162K 0.02%
4,500
663
$161K 0.02%
905
+30
664
$161K 0.02%
1,487
+79
665
$161K 0.02%
1,156
+44
666
$161K 0.02%
2,350
-135
667
$160K 0.02%
3,140
+244
668
$160K 0.02%
5,130
-172
669
$159K 0.02%
3,636
-622
670
$159K 0.02%
17,519
+916
671
$159K 0.02%
8,136
+300
672
$158K 0.02%
2,000
673
$158K 0.02%
5,480
+2,277
674
$158K 0.02%
5,161
+113
675
$157K 0.02%
3,593
+280
25 26
27
28 29