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
651
$130K 0.02%
455
+52
652
$130K 0.02%
2,640
+40
653
$129K 0.02%
2,154
-144
654
$129K 0.02%
3,810
+138
655
$129K 0.02%
3,264
-657
656
$128K 0.02%
801
-1,941
657
$127K 0.02%
1,496
+12
658
$127K 0.02%
5,930
+1,623
659
$126K 0.02%
1,759
+566
660
$126K 0.02%
1,434
+43
661
$125K 0.02%
789
-40
662
$125K 0.02%
3,444
+304
663
$124K 0.02%
1,891
-285
664
$122K 0.02%
4,509
665
$122K 0.02%
2,780
+430
666
$122K 0.02%
5,350
667
$121K 0.02%
1,338
+1,076
668
$120K 0.01%
2,660
-600
669
$120K 0.01%
3,897
670
$119K 0.01%
7,430
-1,681
671
$119K 0.01%
1,750
-855
672
$119K 0.01%
1,962
+25
673
$119K 0.01%
4,688
674
$119K 0.01%
2,487
-1,752
675
$118K 0.01%
2,254
+90
25 26
27
28 29