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
1576
$15.5K ﹤0.01%
2,207
1577
$15.4K ﹤0.01%
1,065
+216
1578
$15.2K ﹤0.01%
1,010
-540
1579
$15.2K ﹤0.01%
500
1580
$15.2K ﹤0.01%
687
+412
1581
$15.2K ﹤0.01%
1,230
-800
1582
$15.2K ﹤0.01%
350
1583
$15.2K ﹤0.01%
689
1584
$15.1K ﹤0.01%
1,300
1585
$15.1K ﹤0.01%
229
1586
$14.9K ﹤0.01%
230
-16
1587
$14.9K ﹤0.01%
+313
1588
$14.8K ﹤0.01%
487
-560
1589
$14.7K ﹤0.01%
198
+156
1590
$14.7K ﹤0.01%
227
+158
1591
$14.7K ﹤0.01%
1,100
1592
$14.6K ﹤0.01%
431
+111
1593
$14.6K ﹤0.01%
124
+30
1594
$14.6K ﹤0.01%
308
+208
1595
$14.6K ﹤0.01%
+300
1596
$14.5K ﹤0.01%
+238
1597
$14.5K ﹤0.01%
900
1598
$14.5K ﹤0.01%
500
1599
$14.5K ﹤0.01%
140
1600
$14.4K ﹤0.01%
455