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
1976
$3.53K ﹤0.01%
52
+40
1977
$3.51K ﹤0.01%
313
1978
$3.48K ﹤0.01%
150
1979
$3.46K ﹤0.01%
114
1980
$3.46K ﹤0.01%
84
1981
$3.45K ﹤0.01%
217
-41
1982
$3.44K ﹤0.01%
300
1983
$3.44K ﹤0.01%
100
1984
$3.44K ﹤0.01%
+110
1985
$3.42K ﹤0.01%
+78
1986
$3.41K ﹤0.01%
165
-6,641
1987
$3.41K ﹤0.01%
120
1988
$3.39K ﹤0.01%
500
1989
$3.37K ﹤0.01%
139
-547
1990
$3.37K ﹤0.01%
100
1991
$3.35K ﹤0.01%
95
-56
1992
$3.35K ﹤0.01%
222
+22
1993
$3.33K ﹤0.01%
+168
1994
$3.33K ﹤0.01%
+114
1995
$3.3K ﹤0.01%
+498
1996
$3.29K ﹤0.01%
+66
1997
$3.27K ﹤0.01%
400
1998
$3.22K ﹤0.01%
83
+7
1999
$3.21K ﹤0.01%
29
-765
2000
$3.2K ﹤0.01%
52
78 79
80
81 82