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
1526
$17.7K ﹤0.01%
1,200
-400
1527
$17.7K ﹤0.01%
3,876
+32
1528
$17.7K ﹤0.01%
800
1529
$17.7K ﹤0.01%
115
1530
$17.6K ﹤0.01%
+500
1531
$17.6K ﹤0.01%
170
+61
1532
$17.6K ﹤0.01%
161
1533
$17.4K ﹤0.01%
287
-156
1534
$17.4K ﹤0.01%
645
1535
$17.4K ﹤0.01%
432
-52
1536
$17.4K ﹤0.01%
750
1537
$17.3K ﹤0.01%
147
+10
1538
$17.3K ﹤0.01%
1,967
-6,352
1539
$17.3K ﹤0.01%
557
+118
1540
$17.3K ﹤0.01%
368
1541
$17.3K ﹤0.01%
171
1542
$17.2K ﹤0.01%
1,000
1543
$17.2K ﹤0.01%
6,500
1544
$17.2K ﹤0.01%
70
1545
$17K ﹤0.01%
435
+250
1546
$17K ﹤0.01%
60
-799
1547
$16.9K ﹤0.01%
461
1548
$16.9K ﹤0.01%
589
1549
$16.8K ﹤0.01%
233
+5
1550
$16.8K ﹤0.01%
93
60 61
62
63 64