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
1901
$6.6K ﹤0.01%
1,500
1902
$6.59K ﹤0.01%
100
1903
$6.58K ﹤0.01%
73
+8
1904
$6.58K ﹤0.01%
78
1905
$6.57K ﹤0.01%
383
1906
$6.57K ﹤0.01%
462
-95
1907
$6.55K ﹤0.01%
537
1908
$6.52K ﹤0.01%
150
-55
1909
$6.52K ﹤0.01%
271
-473
1910
$6.48K ﹤0.01%
50
1911
$6.45K ﹤0.01%
250
1912
$6.44K ﹤0.01%
400
1913
$6.39K ﹤0.01%
50
1914
$6.36K ﹤0.01%
365
+267
1915
$6.36K ﹤0.01%
623
1916
$6.35K ﹤0.01%
191
1917
$6.3K ﹤0.01%
457
1918
$6.28K ﹤0.01%
56
-23
1919
$6.26K ﹤0.01%
198
+56
1920
$6.24K ﹤0.01%
123
+46
1921
$6.23K ﹤0.01%
257
1922
$6.2K ﹤0.01%
260
1923
$6.18K ﹤0.01%
415
1924
$6.17K ﹤0.01%
220
1925
$6.16K ﹤0.01%
34
+30
75 76
77
78 79