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
1201
$31.8K ﹤0.01%
507
+437
1202
$31.8K ﹤0.01%
1,556
1203
$31.8K ﹤0.01%
1,517
1204
$31.7K ﹤0.01%
1,920
+177
1205
$31.7K ﹤0.01%
650
1206
$31.6K ﹤0.01%
837
-4,067
1207
$31.3K ﹤0.01%
1,944
-890
1208
$31.3K ﹤0.01%
403
-97
1209
$31.2K ﹤0.01%
1,531
+1,006
1210
$31.2K ﹤0.01%
275
-1,143
1211
$31.1K ﹤0.01%
192
1212
$31K ﹤0.01%
1,210
1213
$30.9K ﹤0.01%
1,300
-1,700
1214
$30.9K ﹤0.01%
1,504
+14
1215
$30.9K ﹤0.01%
1,769
1216
$30.8K ﹤0.01%
596
+40
1217
$30.7K ﹤0.01%
413
-408
1218
$30.6K ﹤0.01%
1,567
-995
1219
$30.4K ﹤0.01%
678
-70
1220
$30.2K ﹤0.01%
2,100
1221
$30.2K ﹤0.01%
400
1222
$30K ﹤0.01%
1,769
+15
1223
$30K ﹤0.01%
287
+122
1224
$29.9K ﹤0.01%
251
-50
1225
$29.9K ﹤0.01%
1,178
+888
47 48
49
50 51