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APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$7.56M
2
+$7.14M
3
+$6.34M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.79M

Top Sells

1
+$4.2M
2
+$3.53M
3
+$3.27M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.17M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.82%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
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-561
2627
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-214
2628
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-450
2629
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-400
2630
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-198
2631
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-2,050
2632
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-54
2633
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-1,047
2634
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0
2635
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-2,163
2636
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2637
– –
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2638
– –
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2639
– –
-452
102 103 104 105
106