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
2051
$4.21K ﹤0.01%
100
2052
$4.19K ﹤0.01%
139
2053
$4.19K ﹤0.01%
92
+21
2054
$4.18K ﹤0.01%
150
2055
$4.11K ﹤0.01%
354
2056
$4.1K ﹤0.01%
697
2057
$4.09K ﹤0.01%
150
2058
$4.08K ﹤0.01%
50
2059
$4.07K ﹤0.01%
240
2060
$4.03K ﹤0.01%
107
+88
2061
$4.03K ﹤0.01%
142
2062
$4.02K ﹤0.01%
120
2063
$4.02K ﹤0.01%
90
+7
2064
$3.98K ﹤0.01%
313
2065
$3.98K ﹤0.01%
150
2066
$3.97K ﹤0.01%
60
2067
$3.96K ﹤0.01%
85
2068
$3.92K ﹤0.01%
147
2069
$3.9K ﹤0.01%
+100
2070
$3.89K ﹤0.01%
200
2071
$3.88K ﹤0.01%
+85
2072
$3.88K ﹤0.01%
+27
2073
$3.87K ﹤0.01%
132
+32
2074
$3.86K ﹤0.01%
218
2075
$3.85K ﹤0.01%
100
81 82
83
84 85