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
1501
$18.6K ﹤0.01%
425
1502
$18.6K ﹤0.01%
1,400
1503
$18.6K ﹤0.01%
22
-163
1504
$18.5K ﹤0.01%
+550
1505
$18.5K ﹤0.01%
580
1506
$18.4K ﹤0.01%
672
1507
$18.4K ﹤0.01%
+375
1508
$18.3K ﹤0.01%
263
1509
$18.3K ﹤0.01%
335
1510
$18.3K ﹤0.01%
463
-62
1511
$18.2K ﹤0.01%
401
+1
1512
$18.2K ﹤0.01%
657
-192
1513
$18.1K ﹤0.01%
205
+85
1514
$18.1K ﹤0.01%
4,000
1515
$18.1K ﹤0.01%
1,400
1516
$18K ﹤0.01%
10,600
+2,550
1517
$18K ﹤0.01%
362
-41
1518
$18K ﹤0.01%
957
+388
1519
$17.9K ﹤0.01%
250
1520
$17.9K ﹤0.01%
928
+399
1521
$17.9K ﹤0.01%
387
+1
1522
$17.8K ﹤0.01%
498
1523
$17.8K ﹤0.01%
283
1524
$17.8K ﹤0.01%
191
1525
$17.8K ﹤0.01%
284
59 60
61
62 63