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
2226
$1.94K ﹤0.01%
121
2227
$1.91K ﹤0.01%
+27
2228
$1.9K ﹤0.01%
200
2229
$1.86K ﹤0.01%
20
2230
$1.85K ﹤0.01%
+1,000
2231
$1.85K ﹤0.01%
50
-25
2232
$1.85K ﹤0.01%
+203
2233
$1.85K ﹤0.01%
103
2234
$1.84K ﹤0.01%
117
-740
2235
$1.82K ﹤0.01%
29
-753
2236
$1.81K ﹤0.01%
39
-4,447
2237
$1.79K ﹤0.01%
+75
2238
$1.77K ﹤0.01%
93
2239
$1.75K ﹤0.01%
67
2240
$1.73K ﹤0.01%
39
-9
2241
$1.7K ﹤0.01%
24
2242
$1.69K ﹤0.01%
30
2243
$1.69K ﹤0.01%
102
2244
$1.69K ﹤0.01%
45
2245
$1.67K ﹤0.01%
44
+16
2246
$1.66K ﹤0.01%
100
+50
2247
$1.65K ﹤0.01%
33
2248
$1.64K ﹤0.01%
19
2249
$1.63K ﹤0.01%
49
2250
$1.62K ﹤0.01%
19
88 89
90
91 92