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
1926
$6.12K ﹤0.01%
195
1927
$6.06K ﹤0.01%
165
1928
$6.05K ﹤0.01%
512
1929
$6.04K ﹤0.01%
200
1930
$6.04K ﹤0.01%
+289
1931
$6.02K ﹤0.01%
921
-1,700
1932
$6.01K ﹤0.01%
112
+10
1933
$6.01K ﹤0.01%
100
1934
$6K ﹤0.01%
1,260
1935
$5.99K ﹤0.01%
103
+1
1936
$5.96K ﹤0.01%
207
1937
$5.95K ﹤0.01%
500
1938
$5.9K ﹤0.01%
260
1939
$5.89K ﹤0.01%
100
1940
$5.87K ﹤0.01%
309
1941
$5.87K ﹤0.01%
250
1942
$5.85K ﹤0.01%
501
-165
1943
$5.82K ﹤0.01%
159
-750
1944
$5.8K ﹤0.01%
170
1945
$5.79K ﹤0.01%
+580
1946
$5.79K ﹤0.01%
73
1947
$5.79K ﹤0.01%
+100
1948
$5.75K ﹤0.01%
125
1949
$5.75K ﹤0.01%
160
1950
$5.75K ﹤0.01%
107
+1
76 77
78
79 80