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
701
$141K 0.02%
3,672
+100
702
$141K 0.02%
453
+7
703
$141K 0.02%
818
-3
704
$141K 0.02%
1,997
+1
705
$140K 0.02%
1,761
+98
706
$140K 0.02%
7,605
+184
707
$140K 0.02%
2,000
708
$140K 0.02%
3,150
+50
709
$140K 0.02%
11,199
710
$139K 0.02%
1,373
711
$139K 0.02%
1,913
+148
712
$139K 0.02%
+2,675
713
$139K 0.02%
6,446
-1,227
714
$138K 0.02%
2,819
-66
715
$137K 0.02%
406
+23
716
$137K 0.02%
4,117
+412
717
$137K 0.02%
5,320
+235
718
$137K 0.02%
4,791
+2,875
719
$136K 0.02%
1,095
+320
720
$135K 0.02%
1,988
+967
721
$135K 0.02%
3,940
+690
722
$135K 0.02%
5,560
-1,225
723
$135K 0.02%
2,181
+402
724
$134K 0.02%
1,926
+53
725
$134K 0.02%
10,894
-9,060
27 28
29
30 31