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
126
$1.37M 0.17%
7,246
-187
127
$1.37M 0.17%
25,827
+12
128
$1.33M 0.16%
99,035
-2,981
129
$1.31M 0.16%
14,718
+96
130
$1.31M 0.16%
15,183
+4,376
131
$1.31M 0.16%
22,770
+1,415
132
$1.3M 0.16%
59,502
-41,931
133
$1.29M 0.16%
9,874
+1,733
134
$1.29M 0.16%
22,750
-790
135
$1.29M 0.16%
7,271
+1,720
136
$1.28M 0.16%
6,277
-1,703
137
$1.28M 0.16%
20,903
+1,097
138
$1.27M 0.16%
11,756
+1,579
139
$1.26M 0.16%
11,670
-2,274
140
$1.24M 0.15%
5,537
+235
141
$1.22M 0.15%
28,030
+10,366
142
$1.22M 0.15%
31,265
+594
143
$1.22M 0.15%
13,215
-2,701
144
$1.21M 0.15%
8,722
-21,190
145
$1.21M 0.15%
58,369
+56,727
146
$1.2M 0.15%
19,641
-133
147
$1.19M 0.15%
9,043
+466
148
$1.18M 0.15%
16,282
+634
149
$1.17M 0.14%
9,176
-378
150
$1.16M 0.14%
58,000
-2,270
4 5
6
7 8