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
826
$79.2K 0.01%
8,000
827
$78.9K 0.01%
973
+54
828
$78.6K 0.01%
8,470
-1,684
829
$78.5K 0.01%
2,424
830
$78.3K 0.01%
1,143
+92
831
$78K 0.01%
779
-60
832
$77.8K 0.01%
2,164
+418
833
$77.7K 0.01%
3,711
+2,687
834
$77.6K 0.01%
1,538
+700
835
$77.5K 0.01%
2,850
-250
836
$77.4K 0.01%
1,044
+52
837
$77.3K 0.01%
2,623
838
$77.3K 0.01%
3,223
-1,228
839
$77.3K 0.01%
416
+7
840
$77.2K 0.01%
6,630
+590
841
$77K 0.01%
3,072
+15
842
$76.2K 0.01%
7,330
+15
843
$76.2K 0.01%
2,081
+15
844
$75.8K 0.01%
2,024
-465
845
$75.7K 0.01%
+100,000
846
$75.5K 0.01%
1,015
-235
847
$75.4K 0.01%
3,055
-605
848
$75.3K 0.01%
4,751
-147
849
$75.3K 0.01%
500
+100
850
$75K 0.01%
5,482
+1,670
32 33
34
35 36