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
926
$62.7K 0.01%
3,748
-1,907
927
$62.6K 0.01%
364
-124
928
$62.3K 0.01%
3,165
929
$62K 0.01%
2,716
+871
930
$62K 0.01%
374
+66
931
$61.8K 0.01%
538
+71
932
$61.8K 0.01%
775
933
$61.6K 0.01%
2,231
-115
934
$61.4K 0.01%
1,309
+271
935
$61.3K 0.01%
3,071
+322
936
$60.6K 0.01%
1,004
+278
937
$60.6K 0.01%
548
+121
938
$60.5K 0.01%
479
+1
939
$60.3K 0.01%
2,163
+703
940
$60.3K 0.01%
783
+77
941
$60K 0.01%
2,525
+100
942
$59.9K 0.01%
1,182
+160
943
$59.9K 0.01%
5,900
944
$59.8K 0.01%
632
-637
945
$59.6K 0.01%
905
946
$59.5K 0.01%
1,800
+1,100
947
$59.4K 0.01%
3,200
948
$59K 0.01%
1,196
+821
949
$59K 0.01%
1,793
+134
950
$58.7K 0.01%
2,928
+772
36 37
38
39 40