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
1101
$40.8K 0.01%
218
-1,295
1102
$40.5K 0.01%
3,750
+3,500
1103
$40.3K 0.01%
108
-108
1104
$40.2K 0.01%
1,009
+4
1105
$40.2K 0.01%
1,261
-1,633
1106
$40.2K 0.01%
+800
1107
$40.2K 0.01%
700
-292
1108
$40.1K 0.01%
6,032
-264
1109
$39.8K ﹤0.01%
609
+14
1110
$39.5K ﹤0.01%
600
1111
$39.4K ﹤0.01%
2,034
1112
$39.3K ﹤0.01%
395
+75
1113
$39.2K ﹤0.01%
2,797
+297
1114
$39.1K ﹤0.01%
3,836
+1,274
1115
$39K ﹤0.01%
3,680
-363
1116
$38.7K ﹤0.01%
363
-2,340
1117
$38.6K ﹤0.01%
669
-149
1118
$38.6K ﹤0.01%
320
+22
1119
$38.2K ﹤0.01%
1,306
+82
1120
$38.1K ﹤0.01%
700
1121
$38.1K ﹤0.01%
409
+14
1122
$37.9K ﹤0.01%
1,732
-91
1123
$37.7K ﹤0.01%
443
+73
1124
$37.7K ﹤0.01%
+831
1125
$37.7K ﹤0.01%
957
+45
43 44
45
46 47