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
326
$409K 0.05%
11,345
+688
327
$408K 0.05%
6,644
-3,239
328
$406K 0.05%
2,061
-314
329
$405K 0.05%
9,562
330
$402K 0.05%
11,364
-1,092
331
$402K 0.05%
5,035
+92
332
$399K 0.05%
11,720
+11,675
333
$399K 0.05%
8,482
-1,646
334
$398K 0.05%
29,408
335
$393K 0.05%
12,906
+11,402
336
$392K 0.05%
13,698
-504
337
$392K 0.05%
3,034
+1,037
338
$391K 0.05%
2,924
-470
339
$390K 0.05%
7,427
+4,812
340
$389K 0.05%
46,944
+1,777
341
$388K 0.05%
5,608
-1,124
342
$385K 0.05%
29,248
-6,880
343
$384K 0.05%
3,934
-1,166
344
$384K 0.05%
8,612
345
$382K 0.05%
1,825
-565
346
$382K 0.05%
3,118
-139
347
$380K 0.05%
6,910
+349
348
$379K 0.05%
1,732
-1,229
349
$379K 0.05%
3,322
+1,289
350
$377K 0.05%
4,776
-1,648
12 13
14
15 16