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
1051
$45.4K 0.01%
5,036
1052
$45.4K 0.01%
764
-3,490
1053
$45.3K 0.01%
1,142
+42
1054
$45.2K 0.01%
464
+256
1055
$45.1K 0.01%
936
+80
1056
$45.1K 0.01%
1,550
-210
1057
$45K 0.01%
1,665
-240
1058
$45K 0.01%
664
+62
1059
$44.9K 0.01%
419
+54
1060
$44.9K 0.01%
2,000
1061
$44.4K 0.01%
1,497
-386
1062
$44.4K 0.01%
1,336
+2
1063
$44.3K 0.01%
2,365
1064
$44.2K 0.01%
2,099
+593
1065
$44.2K 0.01%
750
1066
$44.2K 0.01%
849
-490
1067
$44.1K 0.01%
296
-10
1068
$44.1K 0.01%
2,182
+185
1069
$43.9K 0.01%
2,728
-24,187
1070
$43.4K 0.01%
3,590
+3,090
1071
$43.4K 0.01%
4,900
-1,000
1072
$43.4K 0.01%
2,090
+583
1073
$43.3K 0.01%
+1,000
1074
$43.3K 0.01%
1,299
-4,299
1075
$43.2K 0.01%
674
+124
41 42
43
44 45