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
751
$123K 0.01%
2,920
752
$122K 0.01%
4,250
+2,805
753
$122K 0.01%
3,741
+192
754
$122K 0.01%
2,034
755
$122K 0.01%
1,391
-54
756
$122K 0.01%
1,637
+877
757
$121K 0.01%
3,897
758
$120K 0.01%
4,382
+382
759
$120K 0.01%
3,223
+1,248
760
$120K 0.01%
1,921
+54
761
$120K 0.01%
1,656
+486
762
$119K 0.01%
1,484
+1,119
763
$118K 0.01%
3,354
764
$118K 0.01%
1,971
-80
765
$118K 0.01%
1,744
+100
766
$118K 0.01%
767
-202
767
$118K 0.01%
2,775
768
$116K 0.01%
7,167
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769
$116K 0.01%
5,097
-876
770
$116K 0.01%
1,724
+15
771
$115K 0.01%
1,250
-320
772
$114K 0.01%
3,726
-654
773
$114K 0.01%
12,087
774
$114K 0.01%
5,510
+1,160
775
$113K 0.01%
1,392
-17
29 30
31
32 33