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
1701
$8K ﹤0.01%
125
1702
$8K ﹤0.01%
495
+295
1703
$8K ﹤0.01%
+625
1704
$7.97K ﹤0.01%
600
1705
$7.95K ﹤0.01%
106
-894
1706
$7.95K ﹤0.01%
122
1707
$7.94K ﹤0.01%
387
+132
1708
$7.91K ﹤0.01%
103
1709
$7.88K ﹤0.01%
150
1710
$7.87K ﹤0.01%
+150
1711
$7.84K ﹤0.01%
200
1712
$7.83K ﹤0.01%
315
1713
$7.82K ﹤0.01%
650
1714
$7.8K ﹤0.01%
232
1715
$7.79K ﹤0.01%
350
-2,155
1716
$7.65K ﹤0.01%
300
-100
1717
$7.65K ﹤0.01%
500
1718
$7.64K ﹤0.01%
300
1719
$7.62K ﹤0.01%
400
1720
$7.58K ﹤0.01%
127
-510
1721
$7.57K ﹤0.01%
325
-20,005
1722
$7.57K ﹤0.01%
6
1723
$7.57K ﹤0.01%
173
+2
1724
$7.53K ﹤0.01%
312
1725
$7.47K ﹤0.01%
24,900
+17,200
67 68
69
70 71