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
976
$54.4K 0.01%
1,949
+3
977
$54K 0.01%
1,131
-3,859
978
$53.6K 0.01%
935
-1,062
979
$53.5K 0.01%
1,646
-250
980
$53.3K 0.01%
+6,641
981
$53.2K 0.01%
1,560
-315
982
$53.1K 0.01%
1,369
983
$52.9K 0.01%
2,105
984
$52.9K 0.01%
2,789
+148
985
$52.8K 0.01%
344
+152
986
$52.3K 0.01%
1,880
+830
987
$52.3K 0.01%
1,000
-16
988
$52.3K 0.01%
2,487
+8
989
$52.1K 0.01%
1,611
+802
990
$51.8K 0.01%
3,593
-8,692
991
$51.5K 0.01%
575
-239
992
$51.3K 0.01%
5,210
-831
993
$51.1K 0.01%
1,306
-448
994
$51.1K 0.01%
420
+25
995
$51K 0.01%
1,910
-700
996
$51K 0.01%
1,555
+616
997
$51K 0.01%
+2,600
998
$50.9K 0.01%
2,717
999
$50.9K 0.01%
2,150
+2,000
1000
$50.9K 0.01%
9,650
38 39
40
41 42