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
1151
$45.5K 0.01%
1,060
+180
1152
$45.4K 0.01%
127
+20
1153
$45.3K 0.01%
2,600
-200
1154
$45.3K 0.01%
642
+212
1155
$45.1K 0.01%
2,500
1156
$45.1K 0.01%
606
+570
1157
$44.8K 0.01%
2,562
1158
$44.8K 0.01%
1,224
1159
$44.8K 0.01%
+452
1160
$44.7K 0.01%
1,608
1161
$44.7K 0.01%
409
+397
1162
$44.7K 0.01%
850
1163
$44.6K 0.01%
1,582
1164
$44.6K 0.01%
633
+614
1165
$44.4K 0.01%
1,100
1166
$44.3K 0.01%
760
+350
1167
$44.3K 0.01%
881
+72
1168
$44K 0.01%
1,270
+240
1169
$44K 0.01%
225
+125
1170
$44K 0.01%
298
-8
1171
$43.9K 0.01%
320
+210
1172
$43.8K 0.01%
2,040
+166
1173
$43.5K 0.01%
+565
1174
$43.4K 0.01%
+368
1175
$43.2K 0.01%
3,551
-363
45 46
47
48 49