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
701
$110K 0.01%
3,357
-362
702
$110K 0.01%
3,357
703
$110K 0.01%
1,396
+4
704
$109K 0.01%
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+787
705
$109K 0.01%
+105
706
$108K 0.01%
3,265
+1,065
707
$108K 0.01%
6,172
+618
708
$107K 0.01%
4,557
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709
$107K 0.01%
2,477
-725
710
$106K 0.01%
705
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711
$105K 0.01%
1,379
+6
712
$105K 0.01%
3,755
+2,655
713
$105K 0.01%
6,289
+375
714
$105K 0.01%
12,087
715
$104K 0.01%
4,666
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716
$104K 0.01%
2,241
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717
$103K 0.01%
10,000
718
$102K 0.01%
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-40
719
$102K 0.01%
383
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720
$102K 0.01%
2,908
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721
$102K 0.01%
1,022
-365
722
$102K 0.01%
1,470
+25
723
$102K 0.01%
2,464
-3,192
724
$101K 0.01%
635
+475
725
$101K 0.01%
6,000
+50
27 28
29
30 31