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
1001
$64.2K 0.01%
1,975
+1,400
1002
$64.1K 0.01%
1,845
1003
$64K 0.01%
1,883
-775
1004
$63.9K 0.01%
503
1005
$63.7K 0.01%
816
1006
$63.4K 0.01%
4,351
1007
$63.3K 0.01%
485
+11
1008
$63.3K 0.01%
1,146
+980
1009
$63.1K 0.01%
1,968
-2,212
1010
$63K 0.01%
775
1011
$62.8K 0.01%
+3,500
1012
$62.8K 0.01%
1,760
1013
$62.3K 0.01%
501
-2
1014
$62.1K 0.01%
1,193
-2,191
1015
$61.6K 0.01%
1,022
-242
1016
$61.5K 0.01%
1,638
1017
$61.4K 0.01%
417
-11
1018
$61.1K 0.01%
+1,881
1019
$60.9K 0.01%
981
+4
1020
$60.9K 0.01%
1,905
-70
1021
$60.8K 0.01%
1,300
1022
$60.6K 0.01%
3,812
-841
1023
$60.4K 0.01%
1,052
+70
1024
$59.5K 0.01%
4,144
+244
1025
$59.4K 0.01%
308
+1
39 40
41
42 43