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
801
$106K 0.01%
6,240
-1,917
802
$105K 0.01%
5,500
803
$105K 0.01%
3,217
+10
804
$105K 0.01%
6,616
-32
805
$105K 0.01%
1,715
806
$105K 0.01%
1,215
807
$104K 0.01%
3,057
+11
808
$104K 0.01%
794
809
$104K 0.01%
2,725
-775
810
$104K 0.01%
408
+269
811
$103K 0.01%
5,655
+17
812
$103K 0.01%
1,784
+52
813
$103K 0.01%
5,429
814
$103K 0.01%
1,152
+491
815
$102K 0.01%
752
+115
816
$102K 0.01%
5,698
+2,754
817
$102K 0.01%
3,098
-9,577
818
$102K 0.01%
2,911
+1,119
819
$102K 0.01%
6,376
-235
820
$102K 0.01%
1,034
-15
821
$102K 0.01%
+1,604
822
$101K 0.01%
5,529
-100
823
$101K 0.01%
2,616
-40
824
$101K 0.01%
4,307
+1,000
825
$100K 0.01%
1,472
31 32
33
34 35