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
1676
$12.1K ﹤0.01%
550
1677
$12.1K ﹤0.01%
497
1678
$12.1K ﹤0.01%
485
1679
$12.1K ﹤0.01%
+579
1680
$12.1K ﹤0.01%
569
1681
$12K ﹤0.01%
1,157
1682
$12K ﹤0.01%
127
-20
1683
$12K ﹤0.01%
675
1684
$11.9K ﹤0.01%
500
1685
$11.9K ﹤0.01%
109
-265
1686
$11.9K ﹤0.01%
366
1687
$11.9K ﹤0.01%
250
+100
1688
$11.8K ﹤0.01%
42
-121
1689
$11.8K ﹤0.01%
526
+126
1690
$11.8K ﹤0.01%
400
1691
$11.8K ﹤0.01%
+160
1692
$11.8K ﹤0.01%
69
-24
1693
$11.8K ﹤0.01%
483
-251
1694
$11.8K ﹤0.01%
493
1695
$11.8K ﹤0.01%
146
-23
1696
$11.7K ﹤0.01%
200
1697
$11.7K ﹤0.01%
200
1698
$11.7K ﹤0.01%
351
-55
1699
$11.6K ﹤0.01%
445
-70
1700
$11.6K ﹤0.01%
171
66 67
68
69 70