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
2151
$2.91K ﹤0.01%
1,000
-112
2152
$2.9K ﹤0.01%
81
2153
$2.9K ﹤0.01%
38
2154
$2.89K ﹤0.01%
100
2155
$2.88K ﹤0.01%
200
2156
$2.86K ﹤0.01%
647
2157
$2.84K ﹤0.01%
100
2158
$2.83K ﹤0.01%
75
2159
$2.82K ﹤0.01%
600
2160
$2.81K ﹤0.01%
150
2161
$2.79K ﹤0.01%
34
2162
$2.78K ﹤0.01%
100
2163
$2.78K ﹤0.01%
+1,000
2164
$2.78K ﹤0.01%
25
2165
$2.77K ﹤0.01%
250
-150
2166
$2.77K ﹤0.01%
250
-1,786
2167
$2.76K ﹤0.01%
50
2168
$2.75K ﹤0.01%
50
2169
$2.74K ﹤0.01%
500
2170
$2.72K ﹤0.01%
+28
2171
$2.71K ﹤0.01%
72
+44
2172
$2.68K ﹤0.01%
79
+4
2173
$2.67K ﹤0.01%
17
2174
$2.65K ﹤0.01%
51
2175
$2.63K ﹤0.01%
40
+7
85 86
87
88 89