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
2326
$554 ﹤0.01%
125
2327
$537 ﹤0.01%
68
2328
$526 ﹤0.01%
+10
2329
$520 ﹤0.01%
109
2330
$512 ﹤0.01%
20
-250
2331
$485 ﹤0.01%
44
2332
$482 ﹤0.01%
23
2333
$477 ﹤0.01%
15
2334
$474 ﹤0.01%
50
2335
$469 ﹤0.01%
837
2336
$458 ﹤0.01%
+5,036
2337
$440 ﹤0.01%
+100
2338
$431 ﹤0.01%
25
2339
$431 ﹤0.01%
25
2340
$421 ﹤0.01%
156
2341
$409 ﹤0.01%
15
2342
$403 ﹤0.01%
105
2343
$399 ﹤0.01%
100
2344
$398 ﹤0.01%
+63
2345
$396 ﹤0.01%
20
2346
$378 ﹤0.01%
3
2347
$362 ﹤0.01%
1
2348
$360 ﹤0.01%
+120
2349
$328 ﹤0.01%
10
2350
$328 ﹤0.01%
56
92 93
94
95 96