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
1751
$10.1K ﹤0.01%
890
+750
1752
$10.1K ﹤0.01%
367
1753
$10.1K ﹤0.01%
500
1754
$10.1K ﹤0.01%
208
+3
1755
$10.1K ﹤0.01%
150
1756
$9.97K ﹤0.01%
+911
1757
$9.97K ﹤0.01%
1,150
1758
$9.88K ﹤0.01%
351
1759
$9.85K ﹤0.01%
315
1760
$9.83K ﹤0.01%
215
1761
$9.75K ﹤0.01%
+103
1762
$9.75K ﹤0.01%
550
1763
$9.72K ﹤0.01%
232
1764
$9.68K ﹤0.01%
290
1765
$9.65K ﹤0.01%
286
+86
1766
$9.63K ﹤0.01%
146
1767
$9.51K ﹤0.01%
350
1768
$9.41K ﹤0.01%
642
1769
$9.4K ﹤0.01%
845
1770
$9.32K ﹤0.01%
1,000
1771
$9.29K ﹤0.01%
1,000
1772
$9.2K ﹤0.01%
400
+10
1773
$9.19K ﹤0.01%
180
1774
$9.19K ﹤0.01%
312
1775
$9.14K ﹤0.01%
1,200