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
1976
$5.37K ﹤0.01%
150
-34
1977
$5.34K ﹤0.01%
255
1978
$5.32K ﹤0.01%
+266
1979
$5.31K ﹤0.01%
150
1980
$5.31K ﹤0.01%
1,000
1981
$5.27K ﹤0.01%
60
1982
$5.27K ﹤0.01%
500
1983
$5.26K ﹤0.01%
225
1984
$5.23K ﹤0.01%
70
1985
$5.18K ﹤0.01%
+222
1986
$5.17K ﹤0.01%
+275
1987
$5.14K ﹤0.01%
75
+58
1988
$5.13K ﹤0.01%
79
-193
1989
$5.13K ﹤0.01%
43
1990
$5.13K ﹤0.01%
214
-16
1991
$5.11K ﹤0.01%
100
1992
$5.1K ﹤0.01%
+260
1993
$5.09K ﹤0.01%
200
1994
$5.07K ﹤0.01%
85
1995
$5.03K ﹤0.01%
+101
1996
$5.03K ﹤0.01%
65
1997
$5.03K ﹤0.01%
791
+9
1998
$5.02K ﹤0.01%
300
-300
1999
$5.02K ﹤0.01%
729
2000
$5.01K ﹤0.01%
+140
78 79
80
81 82