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
26
$5.53M 0.68%
109,811
+21,648
27
$5.43M 0.67%
78,266
-9,578
28
$5.35M 0.66%
40,519
-1
29
$5.16M 0.64%
39,384
-13,963
30
$5.13M 0.63%
138,053
+6,734
31
$4.89M 0.6%
42,565
+39,606
32
$4.87M 0.6%
36,353
+1,828
33
$4.86M 0.6%
86,472
+15,701
34
$4.75M 0.59%
53,064
+1,981
35
$4.64M 0.57%
53,578
+7,587
36
$4.49M 0.56%
108,534
+5,523
37
$4.17M 0.51%
32,657
+13,546
38
$4.17M 0.51%
28,369
+649
39
$4.01M 0.5%
106,440
+18,240
40
$4.01M 0.5%
92,487
-11,348
41
$3.94M 0.49%
46,749
+31,114
42
$3.94M 0.49%
17,125
+11,739
43
$3.93M 0.49%
19,266
+1,698
44
$3.9M 0.48%
12,085
+3,488
45
$3.7M 0.46%
71,440
+3,480
46
$3.68M 0.45%
96,498
+25,795
47
$3.62M 0.45%
59,765
+813
48
$3.61M 0.45%
135,151
+133,183
49
$3.55M 0.44%
106,156
+99,368
50
$3.55M 0.44%
13,268
+691
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