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
401
$317K 0.04%
1,849
+36
402
$313K 0.04%
4,140
+2,272
403
$312K 0.04%
6,350
+3,074
404
$309K 0.04%
9,487
+4,003
405
$308K 0.04%
5,899
+133
406
$305K 0.04%
5,177
-356
407
$303K 0.04%
7,367
+7,067
408
$302K 0.04%
5,327
+606
409
$302K 0.04%
997
-249
410
$299K 0.04%
5,534
+82
411
$297K 0.04%
4,262
+208
412
$297K 0.04%
4,559
+66
413
$294K 0.04%
11,211
+147
414
$292K 0.04%
1,087
+128
415
$288K 0.04%
2,657
-513
416
$288K 0.04%
7,189
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417
$287K 0.04%
2,005
-68
418
$287K 0.04%
2,268
-200
419
$287K 0.04%
4,814
+1,149
420
$286K 0.04%
2,635
-805
421
$284K 0.04%
+1,821
422
$278K 0.03%
5,271
+190
423
$278K 0.03%
9,208
-9,679
424
$277K 0.03%
6,308
-4,970
425
$276K 0.03%
4,937
-50
15 16
17
18 19