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
2076
$3.84K ﹤0.01%
2,000
2077
$3.83K ﹤0.01%
335
2078
$3.76K ﹤0.01%
158
2079
$3.75K ﹤0.01%
47
2080
$3.75K ﹤0.01%
250
2081
$3.74K ﹤0.01%
100
-840
2082
$3.74K ﹤0.01%
131
2083
$3.74K ﹤0.01%
73
+57
2084
$3.73K ﹤0.01%
300
2085
$3.72K ﹤0.01%
78
+1
2086
$3.69K ﹤0.01%
+75
2087
$3.68K ﹤0.01%
371
2088
$3.68K ﹤0.01%
70
2089
$3.66K ﹤0.01%
1,059
2090
$3.64K ﹤0.01%
200
2091
$3.63K ﹤0.01%
+83
2092
$3.63K ﹤0.01%
+1,300
2093
$3.6K ﹤0.01%
185
2094
$3.59K ﹤0.01%
575
2095
$3.59K ﹤0.01%
400
2096
$3.58K ﹤0.01%
250
2097
$3.58K ﹤0.01%
125
2098
$3.55K ﹤0.01%
150
2099
$3.54K ﹤0.01%
225
2100
$3.54K ﹤0.01%
106
82 83
84
85 86