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
2176
$2.63K ﹤0.01%
56
2177
$2.61K ﹤0.01%
43
2178
$2.59K ﹤0.01%
22
2179
$2.59K ﹤0.01%
225
2180
$2.58K ﹤0.01%
25
2181
$2.57K ﹤0.01%
133
2182
$2.56K ﹤0.01%
153
2183
$2.52K ﹤0.01%
27
2184
$2.51K ﹤0.01%
200
2185
$2.51K ﹤0.01%
50
2186
$2.48K ﹤0.01%
116
2187
$2.47K ﹤0.01%
106
-100
2188
$2.42K ﹤0.01%
20
2189
$2.41K ﹤0.01%
125
2190
$2.4K ﹤0.01%
+7
2191
$2.4K ﹤0.01%
17
2192
$2.39K ﹤0.01%
+52
2193
$2.38K ﹤0.01%
480
+6
2194
$2.38K ﹤0.01%
125
2195
$2.35K ﹤0.01%
110
-179
2196
$2.34K ﹤0.01%
97
-100
2197
$2.34K ﹤0.01%
58
2198
$2.32K ﹤0.01%
+55
2199
$2.3K ﹤0.01%
100
2200
$2.29K ﹤0.01%
100
86 87
88
89 90