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
1551
$16.8K ﹤0.01%
505
1552
$16.8K ﹤0.01%
325
1553
$16.8K ﹤0.01%
385
1554
$16.7K ﹤0.01%
450
1555
$16.7K ﹤0.01%
300
1556
$16.6K ﹤0.01%
138
1557
$16.5K ﹤0.01%
210
-472
1558
$16.5K ﹤0.01%
188
+76
1559
$16.3K ﹤0.01%
223
1560
$16.3K ﹤0.01%
419
1561
$16.3K ﹤0.01%
270
1562
$16.1K ﹤0.01%
1,083
1563
$16.1K ﹤0.01%
500
1564
$16.1K ﹤0.01%
+200
1565
$16K ﹤0.01%
200
-1,596
1566
$16K ﹤0.01%
298
-3,960
1567
$16K ﹤0.01%
200
1568
$16K ﹤0.01%
900
1569
$16K ﹤0.01%
276
1570
$15.9K ﹤0.01%
+500
1571
$15.9K ﹤0.01%
205
1572
$15.8K ﹤0.01%
692
1573
$15.7K ﹤0.01%
+1,000
1574
$15.7K ﹤0.01%
925
1575
$15.6K ﹤0.01%
792
+111
61 62
63
64 65