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
2251
$1.59K ﹤0.01%
100
2252
$1.55K ﹤0.01%
200
2253
$1.52K ﹤0.01%
100
-1,287
2254
$1.52K ﹤0.01%
+10
2255
$1.49K ﹤0.01%
275
2256
$1.47K ﹤0.01%
50
2257
$1.46K ﹤0.01%
54
2258
$1.44K ﹤0.01%
11
-30
2259
$1.43K ﹤0.01%
38
2260
$1.42K ﹤0.01%
48
2261
$1.39K ﹤0.01%
47
2262
$1.39K ﹤0.01%
41
2263
$1.36K ﹤0.01%
4
2264
$1.35K ﹤0.01%
31
2265
$1.35K ﹤0.01%
+12
2266
$1.33K ﹤0.01%
+35
2267
$1.32K ﹤0.01%
354
2268
$1.31K ﹤0.01%
300
2269
$1.3K ﹤0.01%
29
-3,535
2270
$1.29K ﹤0.01%
25
2271
$1.26K ﹤0.01%
+575
2272
$1.26K ﹤0.01%
76
2273
$1.22K ﹤0.01%
22
-138
2274
$1.21K ﹤0.01%
+25
2275
$1.2K ﹤0.01%
6
-148
89 90
91
92 93