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
1351
$27.8K ﹤0.01%
1,500
1352
$27.8K ﹤0.01%
2,040
1353
$27.7K ﹤0.01%
3,300
1354
$27.7K ﹤0.01%
1,038
+294
1355
$27.6K ﹤0.01%
+400
1356
$27.6K ﹤0.01%
652
+16
1357
$27.6K ﹤0.01%
388
-50
1358
$27.5K ﹤0.01%
+200
1359
$27.3K ﹤0.01%
1,235
+7
1360
$27.2K ﹤0.01%
500
1361
$27.1K ﹤0.01%
634
-4
1362
$27.1K ﹤0.01%
2,273
1363
$27.1K ﹤0.01%
1,395
+57
1364
$27.1K ﹤0.01%
1,605
-65
1365
$27.1K ﹤0.01%
1,693
1366
$27K ﹤0.01%
691
1367
$26.9K ﹤0.01%
450
1368
$26.9K ﹤0.01%
315
1369
$26.8K ﹤0.01%
4,495
1370
$26.7K ﹤0.01%
1,024
+300
1371
$26.7K ﹤0.01%
194
+18
1372
$26.7K ﹤0.01%
142
+14
1373
$26.6K ﹤0.01%
2,100
1374
$26.6K ﹤0.01%
384
-40
1375
$26.5K ﹤0.01%
1,548
53 54
55
56 57