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
1951
$3.92K ﹤0.01%
78
1952
$3.91K ﹤0.01%
78
-198
1953
$3.89K ﹤0.01%
2,304
+2,184
1954
$3.83K ﹤0.01%
+325
1955
$3.83K ﹤0.01%
+45
1956
$3.8K ﹤0.01%
100
-75
1957
$3.79K ﹤0.01%
150
1958
$3.71K ﹤0.01%
1,100
1959
$3.69K ﹤0.01%
200
-381
1960
$3.68K ﹤0.01%
142
1961
$3.66K ﹤0.01%
56
1962
$3.66K ﹤0.01%
148
1963
$3.65K ﹤0.01%
27
+6
1964
$3.63K ﹤0.01%
125
1965
$3.63K ﹤0.01%
+1
1966
$3.62K ﹤0.01%
+225
1967
$3.62K ﹤0.01%
+250
1968
$3.62K ﹤0.01%
200
1969
$3.61K ﹤0.01%
+150
1970
$3.61K ﹤0.01%
361
-80
1971
$3.6K ﹤0.01%
500
1972
$3.56K ﹤0.01%
282
+150
1973
$3.56K ﹤0.01%
+71
1974
$3.54K ﹤0.01%
200
1975
$3.53K ﹤0.01%
43
77 78
79
80 81