APA

Allegiant Private Advisors Portfolio holdings

AUM $618M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Sells

1 +$7.78M
2 +$3.25M
3 +$1.73M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.36M

Sector Composition

1 Technology 9.24%
2 Healthcare 3.65%
3 Communication Services 2.52%
4 Financials 2.22%
5 Industrials 2.18%