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
1651
$12.7K ﹤0.01%
563
-87
1652
$12.7K ﹤0.01%
206
+82
1653
$12.6K ﹤0.01%
647
1654
$12.6K ﹤0.01%
247
+201
1655
$12.6K ﹤0.01%
234
1656
$12.5K ﹤0.01%
365
1657
$12.5K ﹤0.01%
139
1658
$12.5K ﹤0.01%
+850
1659
$12.5K ﹤0.01%
195
+145
1660
$12.5K ﹤0.01%
400
1661
$12.5K ﹤0.01%
183
1662
$12.5K ﹤0.01%
324
-31
1663
$12.4K ﹤0.01%
261
-34
1664
$12.4K ﹤0.01%
184
1665
$12.4K ﹤0.01%
585
1666
$12.3K ﹤0.01%
400
1667
$12.3K ﹤0.01%
318
-758
1668
$12.3K ﹤0.01%
300
1669
$12.3K ﹤0.01%
110
1670
$12.3K ﹤0.01%
209
-45
1671
$12.2K ﹤0.01%
1,700
1672
$12.2K ﹤0.01%
304
-48
1673
$12.2K ﹤0.01%
525
+6
1674
$12.1K ﹤0.01%
500
1675
$12.1K ﹤0.01%
222
65 66
67
68 69