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
276
$507K 0.06%
7,310
+541
277
$507K 0.06%
3,390
+1,723
278
$506K 0.06%
7,536
+6,710
279
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6,515
-1,288
280
$500K 0.06%
10,092
-584
281
$499K 0.06%
11,810
-32
282
$493K 0.06%
4,890
-8,473
283
$492K 0.06%
4,109
-164
284
$486K 0.06%
6,477
-267
285
$479K 0.06%
4,645
+255
286
$478K 0.06%
14,861
+1,902
287
$477K 0.06%
7,511
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288
$476K 0.06%
6,870
289
$472K 0.06%
17,681
-31,380
290
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4,986
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291
$465K 0.06%
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292
$465K 0.06%
14,393
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293
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10,800
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294
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4,999
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295
$464K 0.06%
9,850
+1,362
296
$464K 0.06%
9,055
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297
$462K 0.06%
13,812
-1,312
298
$460K 0.06%
5,007
-78
299
$456K 0.06%
10,752
+166
300
$456K 0.06%
5,225
-934
10 11
12
13 14