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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$7M
3
+$5.86M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.77M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.55M

Top Sells

1
+$3.94M
2
+$3.29M
3
+$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$679K 0.08%
7,943
-3,041
227
$678K 0.08%
2,581
+979
228
$677K 0.08%
9,038
+6,997
229
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+2,860
230
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4,141
-532
231
$661K 0.08%
27,150
232
$660K 0.08%
6,848
-186
233
$650K 0.08%
18,379
-2,851
234
$649K 0.08%
14,257
+525
235
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10,234
-1,828
236
$643K 0.08%
9,003
-540
237
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4,887
-23,216
238
$638K 0.08%
25,745
239
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6,160
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240
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4,125
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241
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242
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243
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14,039
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244
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245
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39,259
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246
$589K 0.07%
1,969
+485
247
$587K 0.07%
7,280
+4,668
248
$583K 0.07%
9,393
-2
249
$583K 0.07%
12,789
-437
250
$579K 0.07%
6,481
-481
8 9
10
11 12