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
176
$946K 0.12%
14,693
-2,804
177
$943K 0.12%
10,908
-504
178
$936K 0.12%
35,990
+1,030
179
$919K 0.11%
17,445
+12,625
180
$919K 0.11%
13,759
-1,981
181
$918K 0.11%
30,163
+30,013
182
$912K 0.11%
36,505
+1,440
183
$909K 0.11%
32,913
+3,953
184
$899K 0.11%
15,233
+557
185
$883K 0.11%
24,415
+12,500
186
$883K 0.11%
34,872
-59
187
$880K 0.11%
7,929
+327
188
$877K 0.11%
16,849
+1,391
189
$874K 0.11%
13,408
-4,137
190
$871K 0.11%
14,056
-1,462
191
$864K 0.11%
13,888
+1,050
192
$863K 0.11%
18,283
+15,663
193
$853K 0.11%
16,212
+1,942
194
$853K 0.11%
9,330
+1,986
195
$845K 0.1%
18,063
-5,380
196
$839K 0.1%
5,240
-55
197
$835K 0.1%
8,036
-858
198
$830K 0.1%
9,869
-240
199
$829K 0.1%
11,180
-546
200
$822K 0.1%
5,197
+937
6 7
8
9 10