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
101
$1.83M 0.21%
12,075
+1,368
102
$1.81M 0.21%
13,944
+776
103
$1.76M 0.2%
32,671
-396
104
$1.73M 0.2%
10,600
+2,457
105
$1.72M 0.2%
54,213
-200
106
$1.7M 0.2%
32,330
+128
107
$1.7M 0.2%
25,075
+1,407
108
$1.68M 0.19%
36,359
+3,395
109
$1.66M 0.19%
21,160
+3,063
110
$1.66M 0.19%
11,463
-488
111
$1.65M 0.19%
7,433
+1,553
112
$1.62M 0.19%
22,308
+5,173
113
$1.62M 0.19%
21,355
-44
114
$1.6M 0.18%
23,540
+2,982
115
$1.59M 0.18%
21,877
-7,654
116
$1.58M 0.18%
14,737
-1,141
117
$1.54M 0.18%
62,610
+4,640
118
$1.51M 0.17%
15,916
-149
119
$1.5M 0.17%
29,293
+559
120
$1.47M 0.17%
18,644
+1,244
121
$1.46M 0.17%
102,016
+3,866
122
$1.46M 0.17%
26,930
+3,222
123
$1.46M 0.17%
9,554
+603
124
$1.45M 0.17%
28,461
+185
125
$1.45M 0.17%
60,270
-172,835