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
676
$155K 0.02%
767
-164
677
$155K 0.02%
4,837
678
$154K 0.02%
7,050
+5,100
679
$153K 0.02%
559
680
$151K 0.02%
3,140
681
$151K 0.02%
1,205
-311
682
$149K 0.02%
8,085
-1,550
683
$149K 0.02%
1,937
-1,046
684
$149K 0.02%
4,451
+2,040
685
$149K 0.02%
4,509
-1,111
686
$148K 0.02%
6,100
+1,000
687
$147K 0.02%
1,742
+57
688
$146K 0.02%
700
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689
$145K 0.02%
6,680
-850
690
$145K 0.02%
3,249
691
$145K 0.02%
2,842
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692
$144K 0.02%
4,836
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693
$144K 0.02%
3,719
-2,164
694
$143K 0.02%
2,919
-1,438
695
$142K 0.02%
5,350
-25
696
$142K 0.02%
9,970
-1,543
697
$142K 0.02%
1,269
-333
698
$142K 0.02%
5,950
-1,950
699
$142K 0.02%
5,706
-105
700
$141K 0.02%
2,620
+690
26 27
28
29 30