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
1951
$5.73K ﹤0.01%
177
-3
1952
$5.73K ﹤0.01%
+1,000
1953
$5.72K ﹤0.01%
57
1954
$5.72K ﹤0.01%
+175
1955
$5.68K ﹤0.01%
125
+40
1956
$5.67K ﹤0.01%
70
1957
$5.67K ﹤0.01%
202
+90
1958
$5.64K ﹤0.01%
150
1959
$5.63K ﹤0.01%
103
+6
1960
$5.63K ﹤0.01%
205
1961
$5.62K ﹤0.01%
44
+4
1962
$5.62K ﹤0.01%
83
1963
$5.59K ﹤0.01%
143
1964
$5.55K ﹤0.01%
67
-1,283
1965
$5.53K ﹤0.01%
70
-25
1966
$5.51K ﹤0.01%
57
+6
1967
$5.49K ﹤0.01%
387
+332
1968
$5.48K ﹤0.01%
100
1969
$5.48K ﹤0.01%
215
1970
$5.47K ﹤0.01%
150
1971
$5.47K ﹤0.01%
+7,700
1972
$5.45K ﹤0.01%
93
1973
$5.42K ﹤0.01%
+47
1974
$5.39K ﹤0.01%
250
1975
$5.38K ﹤0.01%
76
77 78
79
80 81