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
1626
$13.6K ﹤0.01%
1,450
+14
1627
$13.5K ﹤0.01%
101
-20
1628
$13.5K ﹤0.01%
1,000
-81
1629
$13.4K ﹤0.01%
369
-352
1630
$13.4K ﹤0.01%
239
+30
1631
$13.4K ﹤0.01%
568
1632
$13.4K ﹤0.01%
250
1633
$13.3K ﹤0.01%
190
1634
$13.3K ﹤0.01%
2,104
1635
$13.3K ﹤0.01%
583
1636
$13.3K ﹤0.01%
2,376
1637
$13.3K ﹤0.01%
800
-2,925
1638
$13.2K ﹤0.01%
435
-68
1639
$13.2K ﹤0.01%
731
1640
$13.2K ﹤0.01%
75
1641
$13K ﹤0.01%
148
+2
1642
$13K ﹤0.01%
1,316
+22
1643
$13K ﹤0.01%
269
-42
1644
$13K ﹤0.01%
500
1645
$13K ﹤0.01%
248
-10
1646
$13K ﹤0.01%
274
1647
$12.9K ﹤0.01%
209
-45
1648
$12.8K ﹤0.01%
500
1649
$12.8K ﹤0.01%
40
+20
1650
$12.7K ﹤0.01%
219
-4
64 65
66
67 68