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
1101
$51.2K 0.01%
1,946
-344
1102
$51K 0.01%
2,365
1103
$50.7K 0.01%
1,030
+80
1104
$50.5K 0.01%
3,630
+532
1105
$50.2K 0.01%
1,190
+460
1106
$50.2K 0.01%
+2,004
1107
$50.1K 0.01%
+700
1108
$50.1K 0.01%
+6,250
1109
$50K 0.01%
2,050
1110
$49.9K 0.01%
1,710
1111
$49.9K 0.01%
2,163
1112
$49.8K 0.01%
1,900
1113
$49.8K 0.01%
364
+156
1114
$49.6K 0.01%
1,484
-171
1115
$49.6K 0.01%
1,724
+661
1116
$49.4K 0.01%
465
1117
$49.1K 0.01%
1,150
+750
1118
$49.1K 0.01%
595
1119
$49.1K 0.01%
1,228
+103
1120
$49.1K 0.01%
252
+28
1121
$48.9K 0.01%
+1,019
1122
$48.9K 0.01%
683
1123
$48.6K 0.01%
912
+66
1124
$48.4K 0.01%
45
+12
1125
$48.4K 0.01%
+259
43 44
45
46 47