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
626
$142K 0.02%
2,115
-7,523
627
$142K 0.02%
2,515
+2,232
628
$141K 0.02%
1,078
+1,031
629
$141K 0.02%
802
+50
630
$140K 0.02%
2,058
-377
631
$140K 0.02%
5,188
+648
632
$139K 0.02%
4,205
+88
633
$137K 0.02%
4,849
-281
634
$137K 0.02%
6,100
635
$136K 0.02%
7,350
+300
636
$136K 0.02%
2,290
-710
637
$135K 0.02%
2,642
+1,604
638
$135K 0.02%
2,724
-208
639
$134K 0.02%
1,595
+1,435
640
$134K 0.02%
3,304
+55
641
$134K 0.02%
3,300
+1,323
642
$134K 0.02%
2,049
+269
643
$134K 0.02%
3,140
644
$133K 0.02%
1,795
+34
645
$133K 0.02%
6,419
646
$131K 0.02%
4,044
-101,122
647
$131K 0.02%
3,976
+3,961
648
$131K 0.02%
689
649
$131K 0.02%
7,414
-1,117
650
$131K 0.02%
7,803
-541
24 25
26
27 28