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
726
$134K 0.02%
6,193
-801
727
$133K 0.02%
765
+150
728
$132K 0.02%
3,678
-50
729
$132K 0.02%
8,030
-6,100
730
$132K 0.02%
1,916
731
$131K 0.02%
403
+138
732
$131K 0.02%
66
+8
733
$131K 0.02%
7,193
-269
734
$131K 0.02%
10,170
+3,875
735
$131K 0.02%
2,164
-100
736
$130K 0.01%
3,357
737
$130K 0.01%
4,265
-1,406
738
$130K 0.01%
13,309
+2,709
739
$130K 0.01%
5,485
+207
740
$129K 0.01%
400
-12
741
$128K 0.01%
1,780
742
$127K 0.01%
2,600
+490
743
$127K 0.01%
2,150
+34
744
$126K 0.01%
3,766
+2,328
745
$125K 0.01%
5,914
+464
746
$125K 0.01%
10,000
747
$125K 0.01%
2,148
+75
748
$124K 0.01%
734
+27
749
$124K 0.01%
4,540
-170
750
$123K 0.01%
4,688
28 29
30
31 32