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
201
$877K 0.1%
35,394
+9,806
202
$874K 0.1%
35,412
+5,331
203
$868K 0.1%
7,201
+1,989
204
$867K 0.1%
32,119
-2,233
205
$860K 0.1%
12,120
+419
206
$858K 0.1%
7,034
+2,063
207
$855K 0.1%
8,443
+5,159
208
$842K 0.1%
54,776
+4,565
209
$837K 0.1%
22,687
+639
210
$828K 0.1%
14,212
+1,220
211
$826K 0.09%
21,690
+1,359
212
$819K 0.09%
15,025
+3,223
213
$812K 0.09%
9,883
-1,572
214
$812K 0.09%
21,230
+138
215
$810K 0.09%
2,342
+163
216
$809K 0.09%
31,915
217
$802K 0.09%
17,214
+394
218
$799K 0.09%
15,914
+14,255
219
$798K 0.09%
18,985
+55
220
$797K 0.09%
13,444
+424
221
$793K 0.09%
28,960
+511
222
$791K 0.09%
35,516
-3,851
223
$786K 0.09%
6,159
+137
224
$780K 0.09%
26,256
-280
225
$776K 0.09%
10,030
+226
7 8
9
10 11