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
601
$152K 0.02%
5,128
+4,850
602
$152K 0.02%
1,229
+56
603
$151K 0.02%
4,199
+180
604
$151K 0.02%
3,249
-79
605
$151K 0.02%
5,321
+484
606
$151K 0.02%
5,592
+431
607
$150K 0.02%
2,597
608
$150K 0.02%
5,327
+27
609
$150K 0.02%
1,667
+180
610
$150K 0.02%
2,890
-2,808
611
$149K 0.02%
521
+115
612
$149K 0.02%
1,280
+75
613
$147K 0.02%
6,755
+1,049
614
$147K 0.02%
3,587
-7,611
615
$147K 0.02%
3,463
+47
616
$147K 0.02%
800
-18
617
$146K 0.02%
85
+19
618
$146K 0.02%
7,617
-1,781
619
$146K 0.02%
2,165
+82
620
$144K 0.02%
1,407
+87
621
$144K 0.02%
2,043
+2,016
622
$144K 0.02%
4,831
-4,952
623
$144K 0.02%
2,897
+110
624
$144K 0.02%
3,338
+981
625
$142K 0.02%
2,780
-884
23 24
25
26 27