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
1001
$50.8K 0.01%
505
+62
1002
$50.6K 0.01%
512
+9
1003
$50.5K 0.01%
1,040
+303
1004
$50.4K 0.01%
+1,000
1005
$50.2K 0.01%
+425
1006
$50.1K 0.01%
+2,545
1007
$50.1K 0.01%
+2,658
1008
$49.7K 0.01%
348
+89
1009
$49.3K 0.01%
665
+495
1010
$49.2K 0.01%
4,401
1011
$48.7K 0.01%
550
+423
1012
$48.5K 0.01%
961
-754
1013
$48.3K 0.01%
624
-575
1014
$48.2K 0.01%
5,009
+7
1015
$48.1K 0.01%
1,800
-120
1016
$47.9K 0.01%
844
+213
1017
$47.8K 0.01%
1,150
1018
$47.8K 0.01%
708
+66
1019
$47.7K 0.01%
1,622
-93
1020
$47.7K 0.01%
253
+1
1021
$47.7K 0.01%
2,206
1022
$47.6K 0.01%
1,585
1023
$47.6K 0.01%
511
+26
1024
$47.5K 0.01%
1,929
+29
1025
$47.5K 0.01%
+557
39 40
41
42 43