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
1026
$47.4K 0.01%
1,501
+17
1027
$47.4K 0.01%
813
-1,175
1028
$47.3K 0.01%
1,083
+31
1029
$47.2K 0.01%
1,909
+666
1030
$47.2K 0.01%
2,450
-393
1031
$47.2K 0.01%
18,439
+10,228
1032
$47.1K 0.01%
2,145
+1,500
1033
$47.1K 0.01%
982
-16
1034
$47.1K 0.01%
4,471
+359
1035
$46.9K 0.01%
480
-20
1036
$46.8K 0.01%
1,262
+17
1037
$46.7K 0.01%
3,666
+468
1038
$46.6K 0.01%
9,351
+500
1039
$46.5K 0.01%
1,847
-30
1040
$46.4K 0.01%
3,275
1041
$46.2K 0.01%
1,936
+608
1042
$46.2K 0.01%
700
+200
1043
$46.2K 0.01%
2,325
+2,287
1044
$46K 0.01%
+2,078
1045
$45.9K 0.01%
3,111
+386
1046
$45.8K 0.01%
294
+190
1047
$45.6K 0.01%
6,250
1048
$45.6K 0.01%
1,810
+200
1049
$45.5K 0.01%
9,160
-1,325
1050
$45.4K 0.01%
1,470
40 41
42
43 44