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
151
$1.22M 0.14%
10,807
+1,468
152
$1.2M 0.14%
8,577
+560
153
$1.2M 0.14%
71,160
+3,570
154
$1.17M 0.13%
14,676
-1,678
155
$1.17M 0.13%
15,518
+1,819
156
$1.16M 0.13%
28,912
+1,800
157
$1.16M 0.13%
5,577
-36
158
$1.15M 0.13%
15,648
+712
159
$1.14M 0.13%
10,737
+1,345
160
$1.11M 0.13%
7,412
-63
161
$1.11M 0.13%
+22,100
162
$1.11M 0.13%
48,940
+260
163
$1.11M 0.13%
15,458
+3,162
164
$1.1M 0.13%
34,960
165
$1.09M 0.13%
10,177
+1,177
166
$1.09M 0.13%
19,806
+2,563
167
$1.09M 0.13%
6,182
+12
168
$1.07M 0.12%
9,959
+1,171
169
$1.05M 0.12%
49,488
-5,621
170
$1.03M 0.12%
18,171
+1,052
171
$1.03M 0.12%
18,946
+4,584
172
$1.03M 0.12%
20,758
+1,178
173
$1.03M 0.12%
9,501
+872
174
$1.02M 0.12%
16,416
+1,130
175
$1.01M 0.12%
4,673
+510
5 6
7
8 9