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
1926
$4.24K ﹤0.01%
85
1927
$4.23K ﹤0.01%
389
1928
$4.22K ﹤0.01%
66
+1
1929
$4.21K ﹤0.01%
440
+190
1930
$4.2K ﹤0.01%
+30
1931
$4.18K ﹤0.01%
+8
1932
$4.17K ﹤0.01%
400
1933
$4.14K ﹤0.01%
70
1934
$4.13K ﹤0.01%
+118
1935
$4.12K ﹤0.01%
+500
1936
$4.1K ﹤0.01%
49
-24
1937
$4.1K ﹤0.01%
100
-500
1938
$4.07K ﹤0.01%
286
1939
$4.07K ﹤0.01%
+160
1940
$4.07K ﹤0.01%
250
+125
1941
$4.05K ﹤0.01%
250
-250
1942
$4.03K ﹤0.01%
28
1943
$4.01K ﹤0.01%
250
1944
$3.98K ﹤0.01%
141
-322
1945
$3.97K ﹤0.01%
60
1946
$3.96K ﹤0.01%
+179
1947
$3.95K ﹤0.01%
100
1948
$3.95K ﹤0.01%
100
1949
$3.95K ﹤0.01%
+1,000
1950
$3.95K ﹤0.01%
64
+44
76 77
78
79 80