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
1076
$53.5K 0.01%
1,450
-25
1077
$53.5K 0.01%
818
+249
1078
$53.4K 0.01%
6,296
+15
1079
$53.3K 0.01%
2,562
+2,216
1080
$53.2K 0.01%
1,470
1081
$53.1K 0.01%
192
+182
1082
$52.6K 0.01%
1,162
+2
1083
$52.6K 0.01%
2,644
1084
$52.6K 0.01%
1,715
+208
1085
$52.5K 0.01%
600
1086
$52.5K 0.01%
7,584
-16,300
1087
$52.4K 0.01%
1,038
+35
1088
$52.2K 0.01%
725
+325
1089
$52.1K 0.01%
711
-74
1090
$52K 0.01%
1,245
1091
$51.6K 0.01%
726
-67
1092
$51.6K 0.01%
+1,005
1093
$51.5K 0.01%
800
1094
$51.4K 0.01%
2,206
1095
$51.4K 0.01%
370
+30
1096
$51.4K 0.01%
1,345
1097
$51.3K 0.01%
+1,805
1098
$51.3K 0.01%
5,036
1099
$51.2K 0.01%
748
+545
1100
$51.2K 0.01%
1,100
+81
42 43
44
45 46