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 10.65%
2 Financials 5.53%
3 Healthcare 5.12%
4 Communication Services 4.63%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$1.14K ﹤0.01%
103
2277
$1.13K ﹤0.01%
200
2278
$1.12K ﹤0.01%
400
2279
$1.11K ﹤0.01%
29
2280
$1.1K ﹤0.01%
25
2281
$1.08K ﹤0.01%
+416
2282
$1.06K ﹤0.01%
163
2283
$1.04K ﹤0.01%
45
2284
$1.03K ﹤0.01%
71
-16
2285
$1.01K ﹤0.01%
+9
2286
$1K ﹤0.01%
100
2287
$1K ﹤0.01%
71
2288
$997 ﹤0.01%
38
2289
$987 ﹤0.01%
+75
2290
$980 ﹤0.01%
+54
2291
$979 ﹤0.01%
48
2292
$978 ﹤0.01%
40
2293
$975 ﹤0.01%
231
2294
$968 ﹤0.01%
4
2295
$958 ﹤0.01%
20
2296
$949 ﹤0.01%
+46
2297
$946 ﹤0.01%
11
-189
2298
$938 ﹤0.01%
+20
2299
$926 ﹤0.01%
+25
2300
$920 ﹤0.01%
+34
90 91
92
93 94