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
476
$226K 0.03%
12,611
+1,182
477
$225K 0.03%
10,872
+9,290
478
$225K 0.03%
2,932
-1,749
479
$225K 0.03%
5,450
480
$225K 0.03%
1,511
-38
481
$224K 0.03%
11,432
+835
482
$224K 0.03%
7,902
-9,024
483
$222K 0.03%
5,539
-164
484
$221K 0.03%
+4,411
485
$221K 0.03%
17,070
486
$220K 0.03%
2,975
+175
487
$220K 0.03%
9,374
488
$219K 0.03%
2,044
+13
489
$218K 0.03%
5,460
-2,580
490
$217K 0.03%
11,785
-690
491
$216K 0.03%
11,433
-3,465
492
$215K 0.03%
25,600
493
$214K 0.03%
7,450
+864
494
$214K 0.03%
6,850
-1,650
495
$214K 0.03%
2,774
+269
496
$211K 0.03%
5,335
-2,938
497
$210K 0.03%
+2,799
498
$210K 0.03%
13,647
+11,053
499
$210K 0.03%
3,509
-2,756
500
$209K 0.03%
369
+3
18 19
20
21 22