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
976
$69.9K 0.01%
542
+1
977
$69.9K 0.01%
2,505
+2,155
978
$69.8K 0.01%
+90
979
$69.8K 0.01%
905
-100
980
$69.7K 0.01%
2,436
-3,072
981
$69.6K 0.01%
1,200
982
$69.1K 0.01%
1,935
+617
983
$69K 0.01%
1,153
+4
984
$68.9K 0.01%
1,746
+160
985
$67.7K 0.01%
2,000
+877
986
$67.2K 0.01%
604
-99
987
$66.9K 0.01%
2,843
-25
988
$66.9K 0.01%
3,687
989
$66.7K 0.01%
5,900
990
$66.5K 0.01%
992
+22
991
$66.5K 0.01%
2,305
992
$66.4K 0.01%
1,067
-286
993
$66.4K 0.01%
3,200
994
$65.9K 0.01%
327
+138
995
$65K 0.01%
500
+300
996
$64.6K 0.01%
1,025
+975
997
$64.6K 0.01%
995
998
$64.5K 0.01%
2,245
+1,820
999
$64.3K 0.01%
640
1000
$64.2K 0.01%
395
38 39
40
41 42