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
1451
$21.7K ﹤0.01%
1,900
1452
$21.6K ﹤0.01%
968
-39
1453
$21.6K ﹤0.01%
2,270
-500
1454
$21.6K ﹤0.01%
192
1455
$21.5K ﹤0.01%
1,958
1456
$21.5K ﹤0.01%
954
1457
$21.4K ﹤0.01%
+4,000
1458
$21.3K ﹤0.01%
+315
1459
$21.3K ﹤0.01%
476
-63
1460
$21.3K ﹤0.01%
200
1461
$21.2K ﹤0.01%
1,929
1462
$21.2K ﹤0.01%
1,200
1463
$21.1K ﹤0.01%
700
1464
$21K ﹤0.01%
1,184
1465
$20.9K ﹤0.01%
1,550
1466
$20.9K ﹤0.01%
390
1467
$20.9K ﹤0.01%
682
+37
1468
$20.8K ﹤0.01%
165
-1,855
1469
$20.8K ﹤0.01%
300
1470
$20.8K ﹤0.01%
1,720
1471
$20.8K ﹤0.01%
855
+619
1472
$20.7K ﹤0.01%
274
-366
1473
$20.7K ﹤0.01%
650
+200
1474
$20.6K ﹤0.01%
412
1475
$20.6K ﹤0.01%
544
+4