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
576
$163K 0.02%
2,560
-176
577
$162K 0.02%
10,167
-117,951
578
$162K 0.02%
10,700
-6,604
579
$162K 0.02%
+1,019
580
$162K 0.02%
9,970
581
$162K 0.02%
11,680
+3,650
582
$161K 0.02%
9,143
-2,660
583
$161K 0.02%
+2,592
584
$161K 0.02%
2,407
+272
585
$161K 0.02%
3,374
-428
586
$160K 0.02%
5,884
+1,048
587
$159K 0.02%
+3,200
588
$159K 0.02%
4,730
-81
589
$157K 0.02%
16,003
+15,380
590
$157K 0.02%
+7,462
591
$156K 0.02%
5,642
+781
592
$155K 0.02%
+6,830
593
$155K 0.02%
4,141
+1,222
594
$155K 0.02%
10,692
-13,879
595
$155K 0.02%
14,595
596
$154K 0.02%
2,064
+151
597
$154K 0.02%
3,419
+179
598
$153K 0.02%
2,000
599
$153K 0.02%
1,350
-77
600
$153K 0.02%
5,758
+3,881
22 23
24
25 26