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
1876
$7.05K ﹤0.01%
200
1877
$7.05K ﹤0.01%
99
1878
$7K ﹤0.01%
354
-846
1879
$6.99K ﹤0.01%
120
1880
$6.96K ﹤0.01%
176
+2
1881
$6.95K ﹤0.01%
300
-288
1882
$6.93K ﹤0.01%
312
+55
1883
$6.92K ﹤0.01%
441
1884
$6.92K ﹤0.01%
+225
1885
$6.9K ﹤0.01%
224
1886
$6.88K ﹤0.01%
300
1887
$6.88K ﹤0.01%
75
1888
$6.86K ﹤0.01%
93
1889
$6.83K ﹤0.01%
197
1890
$6.83K ﹤0.01%
2,531
1891
$6.82K ﹤0.01%
217
1892
$6.8K ﹤0.01%
2,000
-2,000
1893
$6.78K ﹤0.01%
151
1894
$6.77K ﹤0.01%
105
-18
1895
$6.75K ﹤0.01%
208
1896
$6.69K ﹤0.01%
250
1897
$6.67K ﹤0.01%
64
+17
1898
$6.63K ﹤0.01%
276
1899
$6.63K ﹤0.01%
223
-31
1900
$6.61K ﹤0.01%
250
74 75
76
77 78