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
1701
$11.6K ﹤0.01%
500
1702
$11.5K ﹤0.01%
110
+10
1703
$11.4K ﹤0.01%
335
1704
$11.4K ﹤0.01%
212
-33
1705
$11.4K ﹤0.01%
478
+289
1706
$11.4K ﹤0.01%
300
1707
$11.4K ﹤0.01%
195
+100
1708
$11.4K ﹤0.01%
429
+2
1709
$11.3K ﹤0.01%
400
1710
$11.3K ﹤0.01%
875
1711
$11.3K ﹤0.01%
5
1712
$11.3K ﹤0.01%
170
1713
$11.3K ﹤0.01%
78
1714
$11.3K ﹤0.01%
1,013
+117
1715
$11.2K ﹤0.01%
338
-46
1716
$11.2K ﹤0.01%
222
1717
$11.2K ﹤0.01%
377
-337
1718
$11.2K ﹤0.01%
413
1719
$11.1K ﹤0.01%
444
1720
$11.1K ﹤0.01%
742
-116
1721
$11.1K ﹤0.01%
400
1722
$11K ﹤0.01%
901
-399
1723
$10.9K ﹤0.01%
382
-692
1724
$10.9K ﹤0.01%
200
1725
$10.9K ﹤0.01%
1,287
-9,575
67 68
69
70 71