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
876
$89.2K 0.01%
3,000
-300
877
$89.1K 0.01%
1,629
+779
878
$89K 0.01%
1,106
+412
879
$88.8K 0.01%
799
880
$88.8K 0.01%
488
-100
881
$88.4K 0.01%
1,304
+1,301
882
$88.4K 0.01%
2,188
-73
883
$87.8K 0.01%
883
+19
884
$87.7K 0.01%
775
+42
885
$87.3K 0.01%
216
+99
886
$86.5K 0.01%
2,065
-1,285
887
$86.4K 0.01%
2,610
+1,450
888
$86.3K 0.01%
992
+182
889
$86.3K 0.01%
1,445
+499
890
$86K 0.01%
3,600
891
$85.3K 0.01%
631
892
$85.1K 0.01%
2,000
893
$85K 0.01%
2,294
+224
894
$85K 0.01%
287
+13
895
$84.8K 0.01%
4,665
+10
896
$84.7K 0.01%
1,461
897
$84.5K 0.01%
2,200
898
$84.5K 0.01%
3,427
899
$84.4K 0.01%
317
+5
900
$84.3K 0.01%
3,500
34 35
36
37 38