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
2201
$2.27K ﹤0.01%
24
+9
2202
$2.27K ﹤0.01%
76
2203
$2.27K ﹤0.01%
43
2204
$2.24K ﹤0.01%
200
-350
2205
$2.24K ﹤0.01%
350
2206
$2.23K ﹤0.01%
235
2207
$2.23K ﹤0.01%
125
2208
$2.23K ﹤0.01%
17
2209
$2.21K ﹤0.01%
+137
2210
$2.21K ﹤0.01%
114
2211
$2.21K ﹤0.01%
431
2212
$2.19K ﹤0.01%
110
2213
$2.15K ﹤0.01%
50
2214
$2.1K ﹤0.01%
200
2215
$2.08K ﹤0.01%
+281
2216
$2.08K ﹤0.01%
132
2217
$2.06K ﹤0.01%
300
2218
$2.03K ﹤0.01%
5
+1
2219
$2K ﹤0.01%
230
2220
$1.99K ﹤0.01%
45
2221
$1.99K ﹤0.01%
+42
2222
$1.98K ﹤0.01%
50
2223
$1.97K ﹤0.01%
100
2224
$1.95K ﹤0.01%
48
2225
$1.94K ﹤0.01%
54
+21
87 88
89
90 91