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
176
$1.01M 0.12%
10,984
+3,160
177
$1M 0.12%
8,748
+3,375
178
$997K 0.11%
13,654
+8,868
179
$995K 0.11%
17,497
-1,684
180
$993K 0.11%
11,726
-1,148
181
$986K 0.11%
4,093
+2,436
182
$973K 0.11%
11,808
+2,596
183
$969K 0.11%
749
-72
184
$963K 0.11%
7,602
+272
185
$962K 0.11%
12,062
+1,014
186
$961K 0.11%
22,384
+65
187
$959K 0.11%
8,894
+283
188
$955K 0.11%
23,674
+3,313
189
$943K 0.11%
17,664
+2,035
190
$935K 0.11%
2,390
+534
191
$934K 0.11%
12,838
+232
192
$932K 0.11%
34,931
+86
193
$929K 0.11%
5,551
+977
194
$926K 0.11%
11,763
+6,927
195
$915K 0.11%
25,346
-416
196
$913K 0.1%
6,916
+1,206
197
$900K 0.1%
27,493
+2,252
198
$888K 0.1%
10,109
+4,239
199
$884K 0.1%
5,295
+386
200
$878K 0.1%
35,065
+360
6 7
8
9 10