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
2101
$3.53K ﹤0.01%
+125
2102
$3.49K ﹤0.01%
50
2103
$3.48K ﹤0.01%
250
2104
$3.47K ﹤0.01%
45
2105
$3.45K ﹤0.01%
100
2106
$3.44K ﹤0.01%
145
2107
$3.44K ﹤0.01%
2,000
2108
$3.43K ﹤0.01%
110
2109
$3.42K ﹤0.01%
280
-280
2110
$3.39K ﹤0.01%
66
-961
2111
$3.39K ﹤0.01%
1,000
2112
$3.38K ﹤0.01%
117
2113
$3.38K ﹤0.01%
55
2114
$3.37K ﹤0.01%
450
2115
$3.35K ﹤0.01%
77
+17
2116
$3.34K ﹤0.01%
171
2117
$3.33K ﹤0.01%
21
+16
2118
$3.33K ﹤0.01%
+200
2119
$3.32K ﹤0.01%
116
2120
$3.32K ﹤0.01%
72
2121
$3.31K ﹤0.01%
148
2122
$3.31K ﹤0.01%
525
2123
$3.29K ﹤0.01%
39
2124
$3.25K ﹤0.01%
200
2125
$3.21K ﹤0.01%
+50
83 84
85
86 87