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
926
$80.6K 0.01%
8,000
927
$80.4K 0.01%
2,884
928
$79.8K 0.01%
1,270
929
$79.4K 0.01%
1,875
-56
930
$79.3K 0.01%
2,852
+1
931
$79.1K 0.01%
774
932
$79.1K 0.01%
1,754
-131
933
$79K 0.01%
674
-308
934
$78.9K 0.01%
3,412
+1,400
935
$78.2K 0.01%
2,514
936
$78K 0.01%
966
+16
937
$77.3K 0.01%
2,256
+861
938
$76.8K 0.01%
6,041
-117
939
$76.4K 0.01%
1,333
+333
940
$76.1K 0.01%
10,200
-1,900
941
$75.8K 0.01%
6,040
942
$75.7K 0.01%
2,274
943
$75.7K 0.01%
5,837
+936
944
$75.6K 0.01%
+1,000
945
$75.6K 0.01%
821
-415
946
$75.2K 0.01%
3,461
+925
947
$75K 0.01%
1,852
-2
948
$74.8K 0.01%
9,979
949
$74.7K 0.01%
+2,574
950
$74.4K 0.01%
4,076
-1,483