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
1476
$20.6K ﹤0.01%
653
1477
$20.4K ﹤0.01%
1,557
-400
1478
$20.3K ﹤0.01%
408
-38
1479
$20.3K ﹤0.01%
1,800
+1,300
1480
$20.3K ﹤0.01%
604
1481
$20.2K ﹤0.01%
997
-4,205
1482
$20.2K ﹤0.01%
2,628
1483
$20.2K ﹤0.01%
742
1484
$20.1K ﹤0.01%
180
-100
1485
$20.1K ﹤0.01%
625
1486
$19.9K ﹤0.01%
202
1487
$19.9K ﹤0.01%
318
-70
1488
$19.9K ﹤0.01%
600
1489
$19.8K ﹤0.01%
725
1490
$19.7K ﹤0.01%
476
+3
1491
$19.7K ﹤0.01%
408
+3
1492
$19.4K ﹤0.01%
815
-365
1493
$19.3K ﹤0.01%
1,148
1494
$19.2K ﹤0.01%
686
+2
1495
$19.2K ﹤0.01%
355
1496
$19K ﹤0.01%
312
+45
1497
$18.9K ﹤0.01%
+278
1498
$18.9K ﹤0.01%
579
1499
$18.8K ﹤0.01%
1,583
1500
$18.8K ﹤0.01%
811
+471
58 59
60
61 62