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
2301
$917 ﹤0.01%
207
2302
$903 ﹤0.01%
+100
2303
$890 ﹤0.01%
40
2304
$881 ﹤0.01%
86
2305
$867 ﹤0.01%
107
2306
$861 ﹤0.01%
58
2307
$845 ﹤0.01%
31
2308
$812 ﹤0.01%
+24
2309
$804 ﹤0.01%
200
2310
$800 ﹤0.01%
20
2311
$779 ﹤0.01%
225
2312
$731 ﹤0.01%
10
-200
2313
$731 ﹤0.01%
75
2314
$720 ﹤0.01%
30
2315
$712 ﹤0.01%
20
2316
$709 ﹤0.01%
79
2317
$663 ﹤0.01%
300
2318
$651 ﹤0.01%
25
2319
$638 ﹤0.01%
+33
2320
– –
0
2321
$634 ﹤0.01%
+42,000
2322
$617 ﹤0.01%
25
2323
$582 ﹤0.01%
12
-1
2324
$570 ﹤0.01%
30
2325
$565 ﹤0.01%
1
91 92
93
94 95