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
1226
$29.7K ﹤0.01%
550
-1,192
1227
$29.6K ﹤0.01%
3,000
1228
$29.6K ﹤0.01%
1,350
1229
$29.6K ﹤0.01%
1,462
-139
1230
$29.6K ﹤0.01%
1,373
+13
1231
$29.4K ﹤0.01%
1,120
-88
1232
$29.3K ﹤0.01%
352
-1,372
1233
$29.3K ﹤0.01%
2,500
1234
$29.2K ﹤0.01%
250
1235
$28.9K ﹤0.01%
842
+52
1236
$28.9K ﹤0.01%
753
+647
1237
$28.8K ﹤0.01%
1,235
+6
1238
$28.8K ﹤0.01%
648
-1,196
1239
$28.7K ﹤0.01%
1,092
+892
1240
$28.6K ﹤0.01%
800
+368
1241
$28.5K ﹤0.01%
4,400
1242
$28.4K ﹤0.01%
2,285
+2,231
1243
$28.3K ﹤0.01%
348
+111
1244
$28.3K ﹤0.01%
950
1245
$28.2K ﹤0.01%
4,068
-1,942
1246
$28.1K ﹤0.01%
755
+58
1247
$28K ﹤0.01%
720
+50
1248
$27.9K ﹤0.01%
389
+74
1249
$27.9K ﹤0.01%
882
+120
1250
$27.8K ﹤0.01%
936
+160
48 49
50
51 52