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
726
$101K 0.01%
2,427
+703
727
$101K 0.01%
9,858
-312
728
$99.4K 0.01%
282
+26
729
$99.3K 0.01%
4,502
-5,575
730
$99.2K 0.01%
2,768
-868
731
$98.9K 0.01%
4,002
+6
732
$98.8K 0.01%
588
-33
733
$98.6K 0.01%
849
+348
734
$98.4K 0.01%
3,624
+1,110
735
$97.9K 0.01%
400
736
$97.9K 0.01%
3,425
+275
737
$97.7K 0.01%
1,604
738
$96.9K 0.01%
692
+25
739
$96.7K 0.01%
5,570
-1,623
740
$96.6K 0.01%
7,100
-7,600
741
$96.2K 0.01%
2,500
742
$95.9K 0.01%
7,654
+49
743
$95.6K 0.01%
7,529
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744
$95.6K 0.01%
951
+39
745
$95.2K 0.01%
3,316
-425
746
$94.8K 0.01%
1,867
-53
747
$94.7K 0.01%
968
-175
748
$94.5K 0.01%
2,660
-115
749
$93.8K 0.01%
494
+41
750
$93.7K 0.01%
1,153
+47
28 29
30
31 32