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
1801
$8.55K ﹤0.01%
125
+85
1802
$8.5K ﹤0.01%
500
-475
1803
$8.46K ﹤0.01%
2,250
1804
$8.43K ﹤0.01%
138
+91
1805
$8.34K ﹤0.01%
200
1806
$8.32K ﹤0.01%
177
-315
1807
$8.31K ﹤0.01%
192
1808
$8.25K ﹤0.01%
450
-800
1809
$8.23K ﹤0.01%
57
+7
1810
$8.22K ﹤0.01%
300
1811
$8.17K ﹤0.01%
181
1812
$8.13K ﹤0.01%
328
1813
$8.12K ﹤0.01%
270
1814
$8.1K ﹤0.01%
+75
1815
$8.09K ﹤0.01%
50
1816
$8.06K ﹤0.01%
144
1817
$8.06K ﹤0.01%
+607
1818
$8.05K ﹤0.01%
285
1819
$7.97K ﹤0.01%
+169
1820
$7.95K ﹤0.01%
+355
1821
$7.93K ﹤0.01%
+603
1822
$7.9K ﹤0.01%
280
1823
$7.88K ﹤0.01%
450
-600
1824
$7.78K ﹤0.01%
111
-18
1825
$7.75K ﹤0.01%
6
71 72
73
74 75