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
2126
$3.16K ﹤0.01%
100
2127
$3.16K ﹤0.01%
+75
2128
$3.14K ﹤0.01%
730
-500
2129
$3.12K ﹤0.01%
492
2130
$3.11K ﹤0.01%
26
2131
$3.11K ﹤0.01%
260
2132
$3.1K ﹤0.01%
100
2133
$3.08K ﹤0.01%
145
2134
$3.07K ﹤0.01%
240
2135
$3.06K ﹤0.01%
9
-100
2136
$3.06K ﹤0.01%
150
2137
$3.06K ﹤0.01%
311
2138
$3.04K ﹤0.01%
96
2139
$3.04K ﹤0.01%
1
2140
$3.01K ﹤0.01%
50
2141
$3K ﹤0.01%
150
2142
$3K ﹤0.01%
125
2143
$3K ﹤0.01%
100
-20
2144
$2.99K ﹤0.01%
125
2145
$2.97K ﹤0.01%
212
+91
2146
$2.96K ﹤0.01%
629
2147
$2.96K ﹤0.01%
205
2148
$2.95K ﹤0.01%
76
2149
$2.95K ﹤0.01%
220
2150
$2.93K ﹤0.01%
130
84 85
86
87 88