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
951
$58.6K 0.01%
593
-11
952
$58.6K 0.01%
2,000
953
$58.5K 0.01%
950
-4,267
954
$57.6K 0.01%
1,050
-25
955
$57.5K 0.01%
1,234
+81
956
$57.2K 0.01%
783
-245
957
$57.2K 0.01%
1,018
-2,958
958
$57.1K 0.01%
1,207
+14
959
$56.8K 0.01%
1,250
+225
960
$56.5K 0.01%
2,452
+466
961
$56.5K 0.01%
989
+98
962
$56.4K 0.01%
+1,238
963
$56.2K 0.01%
3,412
964
$55.9K 0.01%
3,681
-225
965
$55.9K 0.01%
4,850
-3,696
966
$55.8K 0.01%
2,335
+30
967
$55.7K 0.01%
866
+50
968
$55.4K 0.01%
3,500
969
$55.3K 0.01%
2,165
+668
970
$55K 0.01%
344
-73
971
$54.9K 0.01%
288
972
$54.7K 0.01%
1,533
+124
973
$54.6K 0.01%
7,325
-3,902
974
$54.5K 0.01%
1,768
975
$54.5K 0.01%
504
+95
37 38
39
40 41