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
1826
$7.71K ﹤0.01%
276
1827
$7.7K ﹤0.01%
200
1828
$7.68K ﹤0.01%
+160
1829
$7.66K ﹤0.01%
163
-37
1830
$7.64K ﹤0.01%
120
+1
1831
$7.62K ﹤0.01%
315
1832
$7.61K ﹤0.01%
34
1833
$7.55K ﹤0.01%
70
1834
$7.55K ﹤0.01%
355
-450
1835
$7.55K ﹤0.01%
431
1836
$7.52K ﹤0.01%
136
+14
1837
$7.51K ﹤0.01%
51
+13
1838
$7.51K ﹤0.01%
100
1839
$7.51K ﹤0.01%
786
1840
$7.47K ﹤0.01%
250
1841
$7.45K ﹤0.01%
400
1842
$7.45K ﹤0.01%
160
1843
$7.44K ﹤0.01%
113
-39
1844
$7.44K ﹤0.01%
73
1845
$7.42K ﹤0.01%
+226
1846
$7.37K ﹤0.01%
339
1847
$7.35K ﹤0.01%
1,439
+189
1848
$7.35K ﹤0.01%
3,000
+1,500
1849
$7.33K ﹤0.01%
103
1850
$7.32K ﹤0.01%
105
72 73
74
75 76