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
551
$177K 0.02%
3,845
552
$177K 0.02%
2,757
+206
553
$176K 0.02%
11,840
+1,280
554
$176K 0.02%
3,740
+1,956
555
$173K 0.02%
2,176
+46
556
$173K 0.02%
1,066
-107
557
$173K 0.02%
7,399
+1,919
558
$172K 0.02%
10,300
+7,400
559
$171K 0.02%
1,600
-303
560
$171K 0.02%
12,680
561
$171K 0.02%
3,512
+42
562
$170K 0.02%
3,524
+2,378
563
$169K 0.02%
5,628
+2,405
564
$169K 0.02%
4,506
-5,684
565
$169K 0.02%
3,170
566
$169K 0.02%
1,443
-981
567
$168K 0.02%
2,859
+1,555
568
$168K 0.02%
1,718
+13
569
$168K 0.02%
2,227
-6,094
570
$167K 0.02%
12,648
571
$166K 0.02%
2,358
+30
572
$165K 0.02%
4,823
573
$165K 0.02%
3,693
-5,165
574
$164K 0.02%
26,674
+21,214
575
$163K 0.02%
3,366
+375
21 22
23
24 25