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
126
$1.45M 0.17%
13,363
+770
127
$1.44M 0.17%
5,386
+2,429
128
$1.43M 0.16%
49,061
+3,059
129
$1.42M 0.16%
15,635
+508
130
$1.4M 0.16%
39,403
+2,393
131
$1.38M 0.16%
36,879
-467
132
$1.36M 0.16%
25,815
+88
133
$1.33M 0.15%
21,414
+254
134
$1.32M 0.15%
6,396
+3,062
135
$1.32M 0.15%
14,622
+927
136
$1.32M 0.15%
30,671
-18,883
137
$1.3M 0.15%
8,148
+187
138
$1.29M 0.15%
5,302
-385
139
$1.29M 0.15%
17,545
+373
140
$1.28M 0.15%
16,462
-262
141
$1.28M 0.15%
15,740
-275
142
$1.26M 0.15%
23,443
+9,174
143
$1.26M 0.15%
8,925
-96
144
$1.26M 0.14%
16,262
-514
145
$1.25M 0.14%
13,355
-375
146
$1.24M 0.14%
7,782
+1,751
147
$1.23M 0.14%
11,412
+1,038
148
$1.23M 0.14%
7,587
+457
149
$1.23M 0.14%
19,774
+1,321
150
$1.23M 0.14%
8,141
+404
4 5
6
7 8