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
776
$113K 0.01%
6,479
+261
777
$112K 0.01%
5,554
-251
778
$112K 0.01%
1,445
+16
779
$112K 0.01%
2,046
+714
780
$112K 0.01%
8,041
781
$112K 0.01%
1,339
+572
782
$112K 0.01%
2,425
-1,416
783
$112K 0.01%
667
+9
784
$111K 0.01%
912
785
$111K 0.01%
865
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786
$111K 0.01%
256
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787
$110K 0.01%
3,996
+8
788
$110K 0.01%
4,520
789
$110K 0.01%
621
+20
790
$110K 0.01%
1,143
-35
791
$110K 0.01%
2,357
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792
$109K 0.01%
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793
$109K 0.01%
6,000
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794
$108K 0.01%
5,200
795
$107K 0.01%
2,856
-7,716
796
$107K 0.01%
10,154
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797
$107K 0.01%
11,227
+3,239
798
$106K 0.01%
2,500
799
$106K 0.01%
+4,898
800
$106K 0.01%
3,216
+368
30 31
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