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
1301
$31.5K ﹤0.01%
1,080
1302
$31.4K ﹤0.01%
539
1303
$31.4K ﹤0.01%
254
-22
1304
$31.3K ﹤0.01%
4,400
1305
$31.3K ﹤0.01%
650
1306
$31.3K ﹤0.01%
3,150
1307
$31.3K ﹤0.01%
1,754
1308
$31.3K ﹤0.01%
305
+123
1309
$31.2K ﹤0.01%
1,507
1310
$31.2K ﹤0.01%
+1,000
1311
$31.2K ﹤0.01%
200
-100
1312
$31.2K ﹤0.01%
525
1313
$31K ﹤0.01%
220
+120
1314
$31K ﹤0.01%
1,229
+36
1315
$31K ﹤0.01%
1,307
+639
1316
$30.8K ﹤0.01%
192
+32
1317
$30.8K ﹤0.01%
670
1318
$30.8K ﹤0.01%
447
1319
$30.7K ﹤0.01%
+301
1320
$30.7K ﹤0.01%
950
1321
$30.6K ﹤0.01%
1,254
1322
$30.6K ﹤0.01%
600
+400
1323
$30.5K ﹤0.01%
2,340
-100
1324
$30.4K ﹤0.01%
1,630
+16
1325
$30.4K ﹤0.01%
1,203
+86
51 52
53
54 55