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
826
$100K 0.01%
1,460
+1,346
827
$100K 0.01%
3,316
828
$99.6K 0.01%
+3,451
829
$99.5K 0.01%
912
+632
830
$99.3K 0.01%
1,715
831
$99.3K 0.01%
2,118
-18
832
$99.3K 0.01%
+2,489
833
$99.2K 0.01%
+3,217
834
$99.2K 0.01%
2,900
+1,263
835
$99K 0.01%
4,120
836
$98.4K 0.01%
1,028
+72
837
$98.4K 0.01%
8,546
-11,426
838
$97.8K 0.01%
3,393
+228
839
$97K 0.01%
2,888
840
$97K 0.01%
2,894
+304
841
$96.9K 0.01%
3,150
842
$96K 0.01%
2,781
+51
843
$96K 0.01%
1,343
-84
844
$95.9K 0.01%
2,435
-72
845
$95.9K 0.01%
971
846
$95.6K 0.01%
8,250
+558
847
$95.6K 0.01%
1,000
848
$95.6K 0.01%
2,539
-8
849
$95.5K 0.01%
1,193
+282
850
$95.2K 0.01%
2,424
32 33
34
35 36