APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.61M
2 +$4.2M
3 +$3.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.74M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

1 +$4.1M
2 +$844K
3 +$822K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$815K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$666K

Sector Composition

1 Technology 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
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%
3,430
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
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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
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$96.9K 0.01%
3,150
842
$96K 0.01%
2,781
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$96K 0.01%
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$95.9K 0.01%
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$95.9K 0.01%
971
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$95.6K 0.01%
8,250
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$95.6K 0.01%
1,000
848
$95.6K 0.01%
2,539
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849
$95.5K 0.01%
1,193
+282
850
$95.2K 0.01%
2,424