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 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$38.2K ﹤0.01%
899
+4
1227
$38.1K ﹤0.01%
506
+209
1228
$38K ﹤0.01%
3,275
1229
$37.8K ﹤0.01%
+777
1230
$37.7K ﹤0.01%
571
-726
1231
$37.7K ﹤0.01%
300
1232
$37.6K ﹤0.01%
+939
1233
$37.6K ﹤0.01%
534
1234
$37.5K ﹤0.01%
850
+750
1235
$37.5K ﹤0.01%
1,497
+286
1236
$37.4K ﹤0.01%
945
+495
1237
$37.2K ﹤0.01%
900
1238
$37.2K ﹤0.01%
365
+315
1239
$37.1K ﹤0.01%
1,430
1240
$37.1K ﹤0.01%
377
-30
1241
$37K ﹤0.01%
1,769
-780
1242
$37K ﹤0.01%
963
+170
1243
$36.9K ﹤0.01%
1,354
+118
1244
$36.8K ﹤0.01%
688
-100
1245
$36.8K ﹤0.01%
710
+119
1246
$36.7K ﹤0.01%
775
1247
$36.6K ﹤0.01%
1,601
+553
1248
$36.5K ﹤0.01%
750
1249
$36.4K ﹤0.01%
1,556
+150
1250
$36.2K ﹤0.01%
760
48 49
50
51 52