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
1776
$9.09K ﹤0.01%
54
1777
$9.08K ﹤0.01%
+300
1778
$9.01K ﹤0.01%
200
1779
$9K ﹤0.01%
1,230
1780
$9K ﹤0.01%
+900
1781
$8.98K ﹤0.01%
150
1782
$8.96K ﹤0.01%
104
1783
$8.95K ﹤0.01%
1,000
1784
$8.93K ﹤0.01%
217
+2
1785
$8.92K ﹤0.01%
484
1786
$8.92K ﹤0.01%
651
1787
$8.91K ﹤0.01%
612
-691
1788
$8.89K ﹤0.01%
88
1789
$8.85K ﹤0.01%
600
1790
$8.84K ﹤0.01%
210
1791
$8.84K ﹤0.01%
10
1792
$8.82K ﹤0.01%
140
1793
$8.8K ﹤0.01%
122
1794
$8.73K ﹤0.01%
222
+162
1795
$8.68K ﹤0.01%
160
1796
$8.67K ﹤0.01%
3,200
1797
$8.66K ﹤0.01%
+100
1798
$8.66K ﹤0.01%
50
1799
$8.63K ﹤0.01%
30
1800
$8.59K ﹤0.01%
400
70 71
72
73 74