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
51
$3.54M 0.44%
38,947
+493
52
$3.52M 0.43%
163,300
-27,212
53
$3.44M 0.42%
13,799
+192
54
$3.42M 0.42%
28,582
+6,530
55
$3.28M 0.41%
54,540
+47,464
56
$3.24M 0.4%
131,873
+46,126
57
$3.22M 0.4%
47,255
+287
58
$3.19M 0.39%
28,309
+2,235
59
$3.12M 0.39%
18,184
+3,180
60
$3.12M 0.39%
25,702
+4,371
61
$3.07M 0.38%
41,229
+12,554
62
$3.05M 0.38%
67,529
+3,308
63
$3.02M 0.37%
68,026
+52,763
64
$3M 0.37%
120,340
+84,946
65
$2.98M 0.37%
27,952
+787
66
$2.9M 0.36%
26,499
-2,412
67
$2.88M 0.36%
35,454
-6,475
68
$2.85M 0.35%
27,735
+2,270
69
$2.83M 0.35%
41,020
+3,108
70
$2.83M 0.35%
20,500
+8,936
71
$2.73M 0.34%
50,293
+35,268
72
$2.72M 0.34%
12,014
-1,685
73
$2.71M 0.34%
24,942
+2,285
74
$2.58M 0.32%
49,420
-4,220
75
$2.58M 0.32%
122,388
+11,397
1 2
3
4 5