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
2376
$118 ﹤0.01%
50
2377
$118 ﹤0.01%
28
-11,646
2378
$112 ﹤0.01%
12
2379
$107 ﹤0.01%
20
2380
$107 ﹤0.01%
50
2381
$103 ﹤0.01%
1
2382
$94 ﹤0.01%
16
2383
$83 ﹤0.01%
+3
2384
$80 ﹤0.01%
17
2385
$76 ﹤0.01%
1
2386
$36 ﹤0.01%
1
2387
$36 ﹤0.01%
3
2388
$33 ﹤0.01%
+11
2389
– –
0
2390
$26 ﹤0.01%
20
2391
$25 ﹤0.01%
14
2392
$18 ﹤0.01%
+1
2393
$18 ﹤0.01%
2
2394
$17 ﹤0.01%
1
2395
– –
0
2396
$12 ﹤0.01%
1
2397
– –
0
2398
$6 ﹤0.01%
6
2399
– –
0
2400
$1 ﹤0.01%
5
94 95
96
97 98