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
1326
$30.3K ﹤0.01%
443
-32
1327
$30.3K ﹤0.01%
+1,000
1328
$30.2K ﹤0.01%
+400
1329
$30K ﹤0.01%
428
+26
1330
$30K ﹤0.01%
+1,047
1331
$29.9K ﹤0.01%
776
+176
1332
$29.8K ﹤0.01%
1,161
+526
1333
$29.4K ﹤0.01%
447
-101
1334
$29.1K ﹤0.01%
2,500
1335
$29.1K ﹤0.01%
+700
1336
$28.8K ﹤0.01%
440
1337
$28.8K ﹤0.01%
15
+2
1338
$28.6K ﹤0.01%
+1,775
1339
$28.6K ﹤0.01%
1,327
+2
1340
$28.4K ﹤0.01%
1,292
+92
1341
$28.4K ﹤0.01%
1,509
-109
1342
$28.3K ﹤0.01%
400
1343
$28.3K ﹤0.01%
879
+37
1344
$28.2K ﹤0.01%
1,388
-10,676
1345
$28.2K ﹤0.01%
2,600
1346
$28.2K ﹤0.01%
809
+226
1347
$28.2K ﹤0.01%
801
1348
$28.1K ﹤0.01%
2,000
1349
$28.1K ﹤0.01%
792
1350
$27.9K ﹤0.01%
556
-236
52 53
54
55 56