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
526
$191K 0.02%
1,676
+37
527
$190K 0.02%
1,846
+172
528
$188K 0.02%
4,117
529
$187K 0.02%
11,328
-619
530
$185K 0.02%
4,345
-579
531
$185K 0.02%
5,095
532
$185K 0.02%
4,634
+1,041
533
$183K 0.02%
1,473
-124
534
$183K 0.02%
+7,200
535
$183K 0.02%
4,166
-332
536
$183K 0.02%
1,442
+49
537
$182K 0.02%
6,247
+372
538
$182K 0.02%
3,052
+266
539
$182K 0.02%
19,051
+13,799
540
$181K 0.02%
8,944
+152
541
$181K 0.02%
1,388
+224
542
$180K 0.02%
3,354
+24
543
$180K 0.02%
10,453
+299
544
$179K 0.02%
4,430
+3,789
545
$179K 0.02%
2,804
+250
546
$178K 0.02%
7,345
+2,825
547
$177K 0.02%
5,276
-1,044
548
$177K 0.02%
+8,081
549
$177K 0.02%
4,952
-430
550
$177K 0.02%
3,858
-1,125
20 21
22
23 24