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
1201
$40.5K ﹤0.01%
1,753
+408
1202
$40.4K ﹤0.01%
2,881
+39
1203
$40.2K ﹤0.01%
1,901
+331
1204
$40.2K ﹤0.01%
1,668
1205
$40.2K ﹤0.01%
790
1206
$40.2K ﹤0.01%
1,640
-638
1207
$40K ﹤0.01%
3,198
1208
$40K ﹤0.01%
1,595
-13,338
1209
$39.8K ﹤0.01%
1,000
1210
$39.8K ﹤0.01%
3,538
-146
1211
$39.7K ﹤0.01%
728
1212
$39.6K ﹤0.01%
665
1213
$39.6K ﹤0.01%
250
-206
1214
$39.4K ﹤0.01%
+1,328
1215
$39.3K ﹤0.01%
1,243
+458
1216
$38.9K ﹤0.01%
1,000
-100
1217
$38.9K ﹤0.01%
806
+1
1218
$38.8K ﹤0.01%
279
+27
1219
$38.7K ﹤0.01%
1,000
1220
$38.7K ﹤0.01%
304
+1
1221
$38.6K ﹤0.01%
2,682
1222
$38.5K ﹤0.01%
1,400
1223
$38.3K ﹤0.01%
1,743
+394
1224
$38.3K ﹤0.01%
+9,433
1225
$38.2K ﹤0.01%
3,018
-1,000
47 48
49
50 51