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
1401
$25K ﹤0.01%
451
+193
1402
$25K ﹤0.01%
91
-20
1403
$25K ﹤0.01%
8,211
1404
$25K ﹤0.01%
795
1405
$24.9K ﹤0.01%
1,904
1406
$24.9K ﹤0.01%
144
1407
$24.9K ﹤0.01%
237
+1
1408
$24.8K ﹤0.01%
734
+34
1409
$24.8K ﹤0.01%
332
-130
1410
$24.8K ﹤0.01%
370
-5
1411
$24.6K ﹤0.01%
715
+15
1412
$24.5K ﹤0.01%
532
-249
1413
$24.5K ﹤0.01%
1,305
1414
$24.4K ﹤0.01%
165
+99
1415
$24.3K ﹤0.01%
450
1416
$24.3K ﹤0.01%
1,871
1417
$24.3K ﹤0.01%
500
1418
$24.1K ﹤0.01%
900
+750
1419
$24.1K ﹤0.01%
669
1420
$23.7K ﹤0.01%
972
+192
1421
$23.7K ﹤0.01%
1,000
-300
1422
$23.7K ﹤0.01%
800
1423
$23.6K ﹤0.01%
1,032
1424
$23.5K ﹤0.01%
104
+5
1425
$23.5K ﹤0.01%
762
55 56
57
58 59