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
1726
$10.9K ﹤0.01%
+240
1727
$10.9K ﹤0.01%
1,200
-3,050
1728
$10.9K ﹤0.01%
181
+85
1729
$10.8K ﹤0.01%
90
1730
$10.8K ﹤0.01%
322
-955
1731
$10.8K ﹤0.01%
12
1732
$10.8K ﹤0.01%
581
-91
1733
$10.7K ﹤0.01%
278
1734
$10.7K ﹤0.01%
300
1735
$10.7K ﹤0.01%
71
1736
$10.7K ﹤0.01%
1,000
1737
$10.7K ﹤0.01%
125
1738
$10.7K ﹤0.01%
229
1739
$10.6K ﹤0.01%
117
1740
$10.6K ﹤0.01%
1,139
-1,431
1741
$10.5K ﹤0.01%
185
1742
$10.4K ﹤0.01%
252
1743
$10.4K ﹤0.01%
375
+72
1744
$10.3K ﹤0.01%
+30
1745
$10.3K ﹤0.01%
204
1746
$10.3K ﹤0.01%
370
1747
$10.3K ﹤0.01%
500
1748
$10.2K ﹤0.01%
1,609
1749
$10.2K ﹤0.01%
+282
1750
$10.1K ﹤0.01%
650
68 69
70
71 72