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
2001
$5.01K ﹤0.01%
273
2002
$5K ﹤0.01%
1,800
2003
$5K ﹤0.01%
52
+30
2004
$4.99K ﹤0.01%
200
2005
$4.99K ﹤0.01%
60
2006
$4.98K ﹤0.01%
275
2007
$4.95K ﹤0.01%
+400
2008
$4.94K ﹤0.01%
100
2009
$4.93K ﹤0.01%
44
2010
$4.9K ﹤0.01%
43
-43
2011
$4.9K ﹤0.01%
293
2012
$4.84K ﹤0.01%
100
2013
$4.8K ﹤0.01%
500
2014
$4.79K ﹤0.01%
+15
2015
$4.79K ﹤0.01%
400
2016
$4.79K ﹤0.01%
225
2017
$4.79K ﹤0.01%
+388
2018
– –
0
2019
$4.75K ﹤0.01%
1,291
2020
$4.74K ﹤0.01%
148
2021
$4.7K ﹤0.01%
106
-1
2022
$4.69K ﹤0.01%
41
2023
$4.66K ﹤0.01%
385
2024
$4.64K ﹤0.01%
30
2025
$4.62K ﹤0.01%
400
-1,993
79 80
81
82 83