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
1751
$6.97K ﹤0.01%
150
1752
$6.95K ﹤0.01%
462
1753
$6.94K ﹤0.01%
73
-6,637
1754
$6.88K ﹤0.01%
305
1755
$6.83K ﹤0.01%
200
1756
$6.8K ﹤0.01%
34
1757
$6.79K ﹤0.01%
105
1758
$6.76K ﹤0.01%
161
-2
1759
$6.76K ﹤0.01%
120
1760
$6.73K ﹤0.01%
1,000
1761
$6.73K ﹤0.01%
250
-810
1762
$6.7K ﹤0.01%
289
-263
1763
$6.69K ﹤0.01%
167
-131
1764
$6.69K ﹤0.01%
+162
1765
$6.64K ﹤0.01%
1,800
1766
$6.62K ﹤0.01%
+1,000
1767
$6.62K ﹤0.01%
355
1768
$6.61K ﹤0.01%
403
-1,601
1769
$6.58K ﹤0.01%
+358
1770
$6.58K ﹤0.01%
144
-10
1771
$6.56K ﹤0.01%
500
1772
$6.52K ﹤0.01%
1,121
+200
1773
$6.52K ﹤0.01%
400
1774
$6.5K ﹤0.01%
2,177
1775
$6.49K ﹤0.01%
276
69 70
71
72 73