APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.61M
2 +$4.2M
3 +$3.78M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.74M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

1 +$4.1M
2 +$844K
3 +$822K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$815K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$666K

Sector Composition

1 Technology 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$56.1K 0.01%
2,834
+890
1052
$56.1K 0.01%
3,165
-100
1053
$56K 0.01%
1,585
-100
1054
$56K 0.01%
1,172
1055
$56K 0.01%
838
1056
$55.8K 0.01%
+925
1057
$55.8K 0.01%
2,105
-272
1058
$55.8K 0.01%
+1,369
1059
$55.4K 0.01%
5,252
+606
1060
$55.4K 0.01%
826
-600
1061
$55.4K 0.01%
2,000
1062
$55.3K 0.01%
2,749
1063
$55.2K 0.01%
2,725
1064
$55K 0.01%
1,016
+1,000
1065
$54.7K 0.01%
2,900
1066
$54.7K 0.01%
637
+510
1067
$54.6K 0.01%
+1,275
1068
$54.3K 0.01%
2,641
+39
1069
$54.2K 0.01%
750
-100
1070
$54K 0.01%
9,650
1071
$53.9K 0.01%
2,156
1072
$53.9K 0.01%
4,401
-1,702
1073
$53.9K 0.01%
1,504
+100
1074
$53.6K 0.01%
2,950
+543
1075
$53.6K 0.01%
1,877
-3,630