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
951
$74.3K 0.01%
2,346
+2,096
952
$74.2K 0.01%
+2,191
953
$74.1K 0.01%
1,808
954
$73.8K 0.01%
1,985
+5
955
$73.6K 0.01%
2,928
-18
956
$73.5K 0.01%
2,066
957
$73.4K 0.01%
467
+262
958
$73.3K 0.01%
2,025
959
$73.1K 0.01%
1,334
-17
960
$72.9K 0.01%
1,896
-501
961
$72.2K 0.01%
400
962
$72.1K 0.01%
1,659
+128
963
$72K 0.01%
478
+11
964
$71.8K 0.01%
1,141
+36
965
$71.6K 0.01%
3,035
966
$71.4K 0.01%
1,172
+2
967
$71.3K 0.01%
1,075
+1,000
968
$71.1K 0.01%
8,917
+1,506
969
$71K 0.01%
5,900
970
$71K 0.01%
2,470
+971
971
$70.8K 0.01%
1,489
-23
972
$70.4K 0.01%
706
+20
973
$70.4K 0.01%
4,745
974
$70.1K 0.01%
216
-454
975
$69.9K 0.01%
907
+19
37 38
39
40 41