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
1401
$18.6K ﹤0.01%
475
+50
1402
$18.6K ﹤0.01%
1,557
1403
$18.6K ﹤0.01%
300
-31
1404
$18.4K ﹤0.01%
154
-3,164
1405
$18.4K ﹤0.01%
402
+1
1406
$18.4K ﹤0.01%
318
-50
1407
$18.3K ﹤0.01%
965
+12
1408
$18.3K ﹤0.01%
659
-10
1409
$18.3K ﹤0.01%
924
-6,175
1410
$18.2K ﹤0.01%
+1,146
1411
$18.1K ﹤0.01%
412
1412
$18.1K ﹤0.01%
+155
1413
$18.1K ﹤0.01%
1,929
1414
$17.8K ﹤0.01%
170
1415
$17.7K ﹤0.01%
800
-840
1416
$17.7K ﹤0.01%
505
-2,111
1417
$17.7K ﹤0.01%
1,720
-1,951
1418
$17.7K ﹤0.01%
1,205
-340
1419
$17.6K ﹤0.01%
4,495
1420
$17.6K ﹤0.01%
1,984
+17
1421
$17.6K ﹤0.01%
325
1422
$17.4K ﹤0.01%
325
+96
1423
$17.4K ﹤0.01%
506
-9,764
1424
$17.3K ﹤0.01%
1,774
-1,162
1425
$17.3K ﹤0.01%
815
55 56
57
58 59