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
1251
$36.1K ﹤0.01%
8,615
1252
$36K ﹤0.01%
1,907
+37
1253
$36K ﹤0.01%
2,308
+483
1254
$35.9K ﹤0.01%
208
-402
1255
$35.9K ﹤0.01%
+315
1256
$35.8K ﹤0.01%
729
1257
$35.8K ﹤0.01%
1,488
1258
$35.4K ﹤0.01%
5,460
1259
$35.4K ﹤0.01%
1,490
+13
1260
$35.2K ﹤0.01%
652
1261
$35.2K ﹤0.01%
3,785
1262
$35.2K ﹤0.01%
790
1263
$35.1K ﹤0.01%
1,735
1264
$35.1K ﹤0.01%
1,772
1265
$35K ﹤0.01%
+979
1266
$34.8K ﹤0.01%
2,724
1267
$34.7K ﹤0.01%
509
-470
1268
$34.6K ﹤0.01%
635
1269
$34.3K ﹤0.01%
706
+188
1270
$34.2K ﹤0.01%
3,750
1271
$34.1K ﹤0.01%
1,100
1272
$33.9K ﹤0.01%
1,210
1273
$33.9K ﹤0.01%
1,320
+1,000
1274
$33.7K ﹤0.01%
1,050
1275
$33.6K ﹤0.01%
2,100
49 50
51
52 53