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
76
$2.49M 0.29%
29,959
+765
77
$2.47M 0.28%
128,118
+49,557
78
$2.46M 0.28%
21,723
-2,663
79
$2.45M 0.28%
18,449
-3,953
80
$2.43M 0.28%
29,080
+1,643
81
$2.41M 0.28%
21,331
-1,968
82
$2.4M 0.28%
39,841
+3,777
83
$2.36M 0.27%
19,854
-4,366
84
$2.35M 0.27%
101,433
+44,497
85
$2.34M 0.27%
48,380
+5,760
86
$2.31M 0.27%
28,675
+1,050
87
$2.27M 0.26%
48,006
+3,492
88
$2.23M 0.26%
22,384
+385
89
$2.2M 0.25%
28,190
-10,794
90
$2.19M 0.25%
82,662
+5,000
91
$2.11M 0.24%
18,906
+309
92
$2.06M 0.24%
67,183
+4,027
93
$2.06M 0.24%
110,991
+100,639
94
$1.98M 0.23%
16,937
-971
95
$1.98M 0.23%
29,050
+2,446
96
$1.96M 0.23%
85,747
+15,597
97
$1.93M 0.22%
16,172
+1,652
98
$1.9M 0.22%
11,564
+2,836
99
$1.88M 0.22%
16,020
+2,276
100
$1.87M 0.22%
7,980
+2,509