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
1301
$24K ﹤0.01%
+2,172
1302
$23.9K ﹤0.01%
873
+412
1303
$23.8K ﹤0.01%
271
1304
$23.7K ﹤0.01%
400
1305
$23.7K ﹤0.01%
440
-2,549
1306
$23.7K ﹤0.01%
900
-388
1307
$23.7K ﹤0.01%
765
-580
1308
$23.7K ﹤0.01%
+224
1309
$23.6K ﹤0.01%
1,000
1310
$23.4K ﹤0.01%
1,300
+800
1311
$23.4K ﹤0.01%
829
+197
1312
$23.4K ﹤0.01%
+1,137
1313
$23.3K ﹤0.01%
306
1314
$23.2K ﹤0.01%
3,768
+693
1315
$23.2K ﹤0.01%
1,113
+145
1316
$23.1K ﹤0.01%
2,340
1317
$23.1K ﹤0.01%
496
+5
1318
$22.8K ﹤0.01%
811
-3,911
1319
$22.8K ﹤0.01%
2,242
+335
1320
$22.6K ﹤0.01%
400
1321
$22.6K ﹤0.01%
391
+221
1322
$22.6K ﹤0.01%
925
-329
1323
$22.5K ﹤0.01%
875
1324
$22.5K ﹤0.01%
194
1325
$22.4K ﹤0.01%
1,720
51 52
53
54 55