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
851
$94.5K 0.01%
590
+273
852
$94.5K 0.01%
288
853
$94.3K 0.01%
6,007
+6,000
854
$94.1K 0.01%
3,922
+674
855
$94K 0.01%
4,365
+1,350
856
$94K 0.01%
1,474
+921
857
$93.8K 0.01%
2,004
+1,716
858
$93.5K 0.01%
1,977
+929
859
$93.3K 0.01%
2,170
+5
860
$93.2K 0.01%
409
+24
861
$92.8K 0.01%
998
862
$92.7K 0.01%
3,660
+60
863
$92.6K 0.01%
17,600
864
$92.5K 0.01%
2,237
+970
865
$92.4K 0.01%
2,310
866
$92.1K 0.01%
1,199
+552
867
$92.1K 0.01%
994
-41
868
$91.9K 0.01%
1,366
869
$91.9K 0.01%
2,818
-219
870
$91.9K 0.01%
490
+6
871
$91.6K 0.01%
3,100
872
$91.3K 0.01%
1,089
-5,618
873
$91.1K 0.01%
7,911
874
$90.9K 0.01%
591
+153
875
$90.2K 0.01%
2,013
33 34
35
36 37