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
1426
$23.4K ﹤0.01%
320
1427
$23.4K ﹤0.01%
910
-14
1428
$23.4K ﹤0.01%
953
+12
1429
$23.4K ﹤0.01%
160
-10
1430
$23.3K ﹤0.01%
1,150
1431
$23.2K ﹤0.01%
425
+25
1432
$23.2K ﹤0.01%
632
-2,262
1433
$23.2K ﹤0.01%
331
-21
1434
$23.1K ﹤0.01%
640
-275
1435
$23K ﹤0.01%
262
-153
1436
$23K ﹤0.01%
306
1437
$22.8K ﹤0.01%
1,185
-106
1438
$22.8K ﹤0.01%
1,092
+8
1439
$22.7K ﹤0.01%
300
1440
$22.5K ﹤0.01%
925
+236
1441
$22.4K ﹤0.01%
3,075
-1,547
1442
$22.4K ﹤0.01%
238
1443
$22.2K ﹤0.01%
3,900
1444
$22.1K ﹤0.01%
220
1445
$22.1K ﹤0.01%
909
-118
1446
$22.1K ﹤0.01%
750
1447
$21.9K ﹤0.01%
641
+61
1448
$21.9K ﹤0.01%
516
-70
1449
$21.9K ﹤0.01%
310
-30
1450
$21.8K ﹤0.01%
1,600
56 57
58
59 60