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
1851
$7.32K ﹤0.01%
30
-38
1852
$7.3K ﹤0.01%
51
+1
1853
$7.3K ﹤0.01%
305
1854
$7.29K ﹤0.01%
500
1855
$7.28K ﹤0.01%
569
1856
$7.28K ﹤0.01%
400
1857
$7.28K ﹤0.01%
2,177
1858
$7.26K ﹤0.01%
200
1859
$7.25K ﹤0.01%
130
1860
$7.24K ﹤0.01%
175
1861
$7.23K ﹤0.01%
290
-1,166
1862
$7.22K ﹤0.01%
67
-100
1863
$7.21K ﹤0.01%
100
1864
$7.17K ﹤0.01%
300
1865
$7.16K ﹤0.01%
120
1866
$7.16K ﹤0.01%
104
1867
$7.15K ﹤0.01%
1,100
1868
$7.15K ﹤0.01%
100
1869
$7.13K ﹤0.01%
350
1870
$7.12K ﹤0.01%
150
+75
1871
$7.1K ﹤0.01%
154
1872
$7.09K ﹤0.01%
189
1873
$7.08K ﹤0.01%
75
1874
$7.07K ﹤0.01%
+300
1875
$7.07K ﹤0.01%
47
-4
73 74
75
76 77