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
51
$3.7M 0.43%
13,699
+4,929
52
$3.62M 0.42%
41,929
+1,534
53
$3.62M 0.42%
13,607
+3,655
54
$3.51M 0.4%
298,944
+5,238
55
$3.33M 0.38%
64,221
+61,561
56
$3.24M 0.37%
53,640
+15,840
57
$3.2M 0.37%
28,911
+1,516
58
$3.2M 0.37%
8,597
+1,114
59
$3.14M 0.36%
22,052
-3,570
60
$3.14M 0.36%
77,890
+23,595
61
$3.11M 0.36%
15,004
+3,043
62
$3.04M 0.35%
37,912
+37,000
63
$3M 0.34%
26,074
+5,558
64
$2.95M 0.34%
13,714
-3,856
65
$2.9M 0.33%
70,703
+2,388
66
$2.87M 0.33%
27,165
+6,740
67
$2.86M 0.33%
19,111
+2,467
68
$2.79M 0.32%
20,208
-454
69
$2.77M 0.32%
22,657
+3,391
70
$2.72M 0.31%
30,121
+26,480
71
$2.62M 0.3%
70,662
-1,022
72
$2.61M 0.3%
25,465
+58
73
$2.61M 0.3%
30,694
-79
74
$2.59M 0.3%
154,648
+100,828
75
$2.55M 0.29%
46,304
+4,500
1 2
3
4 5