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
1601
$10.3K ﹤0.01%
195
+88
1602
$10.3K ﹤0.01%
400
1603
$10.3K ﹤0.01%
971
+17
1604
$10.3K ﹤0.01%
+428
1605
$10.3K ﹤0.01%
370
1606
$10.3K ﹤0.01%
+400
1607
$10.3K ﹤0.01%
42
1608
$10.3K ﹤0.01%
369
-235
1609
$10.3K ﹤0.01%
300
1610
$10.2K ﹤0.01%
444
-1,470
1611
$10.2K ﹤0.01%
204
1612
$10.2K ﹤0.01%
138
+21
1613
$10.2K ﹤0.01%
358
-605
1614
$10.2K ﹤0.01%
250
1615
$10.2K ﹤0.01%
194
-584
1616
$10.2K ﹤0.01%
232
+3
1617
$10.1K ﹤0.01%
500
-4,597
1618
$10.1K ﹤0.01%
+667
1619
$10.1K ﹤0.01%
425
1620
$10.1K ﹤0.01%
140
+65
1621
$10.1K ﹤0.01%
647
1622
$10.1K ﹤0.01%
500
1623
$10K ﹤0.01%
1,523
+384
1624
$9.98K ﹤0.01%
488
1625
$9.97K ﹤0.01%
675
63 64
65
66 67