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
151
$1.15M 0.14%
29,520
+7,136
152
$1.14M 0.14%
10,472
-991
153
$1.14M 0.14%
13,222
-133
154
$1.12M 0.14%
10,306
+805
155
$1.1M 0.14%
11,509
+772
156
$1.07M 0.13%
8,134
-14
157
$1.06M 0.13%
8,752
+8,078
158
$1.06M 0.13%
39,944
+7,825
159
$1.05M 0.13%
22,508
+3,562
160
$1.05M 0.13%
32,072
-4,807
161
$1.04M 0.13%
15,902
+4,139
162
$1.04M 0.13%
7,523
-3,077
163
$1.03M 0.13%
21,794
+4,580
164
$1.03M 0.13%
30,658
+1,746
165
$1.03M 0.13%
34,264
+6,771
166
$1.02M 0.13%
19,575
-1,839
167
$998K 0.12%
27,519
+589
168
$997K 0.12%
6,259
+77
169
$995K 0.12%
5,111
-466
170
$989K 0.12%
19,114
+943
171
$968K 0.12%
7,068
-714
172
$966K 0.12%
6,302
-94
173
$963K 0.12%
6,537
+1,759
174
$948K 0.12%
54,456
-320
175
$947K 0.12%
5,900
+3,521
5 6
7
8 9