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
2351
$314 ﹤0.01%
10
-17
2352
$283 ﹤0.01%
+17
2353
$270 ﹤0.01%
4
2354
$234 ﹤0.01%
33
2355
$226 ﹤0.01%
100
2356
$221 ﹤0.01%
50
2357
$218 ﹤0.01%
12
2358
$217 ﹤0.01%
5
-138
2359
$201 ﹤0.01%
19
-4
2360
$187 ﹤0.01%
6
2361
$178 ﹤0.01%
2
2362
$174 ﹤0.01%
2
-3
2363
$173 ﹤0.01%
7
-1
2364
$168 ﹤0.01%
7
2365
$167 ﹤0.01%
8
2366
$161 ﹤0.01%
5
2367
$159 ﹤0.01%
14
2368
$155 ﹤0.01%
6
2369
$154 ﹤0.01%
25
2370
$153 ﹤0.01%
25
2371
$149 ﹤0.01%
15
2372
$138 ﹤0.01%
6
2373
$136 ﹤0.01%
12
2374
$135 ﹤0.01%
4
2375
– –
0
93 94
95
96 97