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
1501
$14K ﹤0.01%
325
-656
1502
$14K ﹤0.01%
900
1503
$14K ﹤0.01%
316
-3,192
1504
$14K ﹤0.01%
+606
1505
$13.9K ﹤0.01%
1,398
-6,852
1506
$13.9K ﹤0.01%
318
-562
1507
$13.9K ﹤0.01%
6,500
1508
$13.9K ﹤0.01%
140
1509
$13.9K ﹤0.01%
1,361
-148
1510
$13.8K ﹤0.01%
134
+10
1511
$13.7K ﹤0.01%
423
+398
1512
$13.7K ﹤0.01%
692
1513
$13.7K ﹤0.01%
500
1514
$13.7K ﹤0.01%
1,300
1515
$13.6K ﹤0.01%
1,465
+15
1516
$13.5K ﹤0.01%
498
1517
$13.5K ﹤0.01%
200
-23
1518
$13.4K ﹤0.01%
492
+5
1519
$13.4K ﹤0.01%
+150
1520
$13.4K ﹤0.01%
510
+5
1521
$13.4K ﹤0.01%
480
-497
1522
$13.3K ﹤0.01%
200
1523
$13.3K ﹤0.01%
1,200
1524
$13.2K ﹤0.01%
360
-25
1525
$13.1K ﹤0.01%
2,632
+1,023
59 60
61
62 63