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
1126
$48.1K 0.01%
2,034
-69
1127
$48.1K 0.01%
400
1128
$47.9K 0.01%
4,112
-1,237
1129
$47.8K 0.01%
2,675
-59
1130
$47.7K 0.01%
2,304
1131
$47.6K 0.01%
+1,800
1132
$47.6K 0.01%
602
+59
1133
$47.6K 0.01%
3,450
1134
$47.2K 0.01%
1,460
-374
1135
$47.1K 0.01%
3,684
+568
1136
$47K 0.01%
395
1137
$46.9K 0.01%
1,061
+569
1138
$46.9K 0.01%
880
-234
1139
$46.8K 0.01%
1,986
-2,006
1140
$46.6K 0.01%
720
1141
$46.3K 0.01%
623
1142
$46.2K 0.01%
3,240
1143
$46.2K 0.01%
356
1144
$46.2K 0.01%
2,725
+1,975
1145
$46K 0.01%
856
1146
$46K 0.01%
2,594
-426
1147
$45.8K 0.01%
3,015
1148
$45.8K 0.01%
1,997
1149
$45.7K 0.01%
+155
1150
$45.5K 0.01%
4,043
+321
44 45
46
47 48