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
1026
$59.3K 0.01%
3,275
1027
$59.2K 0.01%
1,877
-200
1028
$59.1K 0.01%
5,171
-1,152
1029
$59K 0.01%
+1,768
1030
$58.8K 0.01%
1,823
-174
1031
$58.8K 0.01%
865
+7
1032
$58.6K 0.01%
2,479
+7
1033
$58.6K 0.01%
5,002
+5
1034
$58.6K 0.01%
+800
1035
$57.9K 0.01%
1,031
-502
1036
$57.7K 0.01%
3,906
+152
1037
$57.6K 0.01%
1,208
-2,331
1038
$57.5K 0.01%
2,717
1039
$57.4K 0.01%
1,087
+419
1040
$57.2K 0.01%
1,920
1041
$57.2K 0.01%
6,172
+1,861
1042
$57K 0.01%
1,409
-1
1043
$56.9K 0.01%
903
+93
1044
$56.7K 0.01%
3,863
1045
$56.7K 0.01%
427
1046
$56.6K 0.01%
1,914
+1,470
1047
$56.5K 0.01%
443
1048
$56.3K 0.01%
891
1049
$56.3K 0.01%
306
1050
$56.1K 0.01%
10,485
+1,240
40 41
42
43 44