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
1601
$14.4K ﹤0.01%
618
1602
$14.4K ﹤0.01%
+250
1603
$14.3K ﹤0.01%
1,000
1604
$14.2K ﹤0.01%
2,300
1605
$14.2K ﹤0.01%
1,000
1606
$14.1K ﹤0.01%
2,000
1607
$14K ﹤0.01%
344
1608
$14K ﹤0.01%
300
1609
$14K ﹤0.01%
529
1610
$13.9K ﹤0.01%
1,477
1611
$13.9K ﹤0.01%
1,600
1612
$13.9K ﹤0.01%
305
1613
$13.9K ﹤0.01%
1,199
+199
1614
$13.9K ﹤0.01%
650
1615
$13.9K ﹤0.01%
170
1616
$13.8K ﹤0.01%
739
+115
1617
$13.8K ﹤0.01%
245
1618
$13.8K ﹤0.01%
488
1619
$13.8K ﹤0.01%
233
1620
$13.8K ﹤0.01%
255
1621
$13.7K ﹤0.01%
58
1622
$13.7K ﹤0.01%
552
-158
1623
$13.6K ﹤0.01%
412
1624
$13.6K ﹤0.01%
100
1625
$13.6K ﹤0.01%
170