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
2026
$4.6K ﹤0.01%
389
-650
2027
$4.58K ﹤0.01%
250
2028
$4.56K ﹤0.01%
346
2029
$4.47K ﹤0.01%
250
2030
$4.47K ﹤0.01%
40
2031
$4.43K ﹤0.01%
100
2032
$4.42K ﹤0.01%
+170
2033
$4.41K ﹤0.01%
69
2034
$4.4K ﹤0.01%
+28
2035
$4.39K ﹤0.01%
500
2036
$4.39K ﹤0.01%
+337
2037
$4.39K ﹤0.01%
500
-450
2038
$4.39K ﹤0.01%
133
2039
$4.36K ﹤0.01%
52
2040
$4.36K ﹤0.01%
+50
2041
$4.34K ﹤0.01%
56
-77
2042
$4.33K ﹤0.01%
114
2043
$4.32K ﹤0.01%
89
2044
$4.29K ﹤0.01%
130
+50
2045
$4.28K ﹤0.01%
84
2046
$4.26K ﹤0.01%
258
2047
$4.25K ﹤0.01%
250
2048
$4.25K ﹤0.01%
20
2049
$4.25K ﹤0.01%
250
2050
$4.24K ﹤0.01%
200
+100
80 81
82
83 84