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
301
$454K 0.06%
+14,860
302
$452K 0.06%
17,765
303
$449K 0.06%
4,263
+63
304
$446K 0.06%
9,644
+2,933
305
$442K 0.05%
4,049
+674
306
$439K 0.05%
8,810
+4,906
307
$438K 0.05%
1,454
+30
308
$437K 0.05%
2,619
-229
309
$435K 0.05%
11,834
-2,085
310
$434K 0.05%
23,450
-1,725
311
$431K 0.05%
21,830
-27,110
312
$429K 0.05%
14,921
+1,765
313
$427K 0.05%
11,255
-988
314
$424K 0.05%
6,729
+5,640
315
$424K 0.05%
5,903
+4,162
316
$423K 0.05%
14,192
-7,498
317
$421K 0.05%
1,718
+1
318
$421K 0.05%
3,872
+670
319
$420K 0.05%
12,612
+744
320
$419K 0.05%
17,045
+514
321
$418K 0.05%
8,036
-3,059
322
$417K 0.05%
18,165
+4,245
323
$417K 0.05%
3,119
-1,032
324
$415K 0.05%
10,367
+5,212
325
$412K 0.05%
4,462
-629
11 12
13
14 15