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
1376
$26.5K ﹤0.01%
363
-28
1377
$26.5K ﹤0.01%
693
1378
$26.4K ﹤0.01%
698
1379
$26.4K ﹤0.01%
1,898
1380
$26.3K ﹤0.01%
3,000
1381
$26.3K ﹤0.01%
700
1382
$26.3K ﹤0.01%
697
+335
1383
$26.2K ﹤0.01%
400
+20
1384
$26.2K ﹤0.01%
875
-75
1385
$26.2K ﹤0.01%
116
1386
$26.1K ﹤0.01%
491
1387
$26K ﹤0.01%
2,211
1388
$26K ﹤0.01%
758
1389
$26K ﹤0.01%
500
1390
$25.9K ﹤0.01%
1,545
1391
$25.8K ﹤0.01%
+1,025
1392
$25.7K ﹤0.01%
400
1393
$25.6K ﹤0.01%
2,021
1394
$25.4K ﹤0.01%
+1,000
1395
$25.3K ﹤0.01%
1,735
1396
$25.3K ﹤0.01%
+930
1397
$25.3K ﹤0.01%
350
1398
$25.2K ﹤0.01%
875
-30
1399
$25.1K ﹤0.01%
1,068
1400
$25.1K ﹤0.01%
470
+28