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
2001
$3.19K ﹤0.01%
107
2002
$3.19K ﹤0.01%
45
+1
2003
$3.19K ﹤0.01%
729
2004
$3.19K ﹤0.01%
240
2005
$3.19K ﹤0.01%
2,800
+1,800
2006
$3.19K ﹤0.01%
72
2007
$3.19K ﹤0.01%
1,059
2008
$3.19K ﹤0.01%
487
+3
2009
$3.17K ﹤0.01%
34
-13
2010
$3.15K ﹤0.01%
168
-12,052
2011
$3.15K ﹤0.01%
604
-1,500
2012
$3.14K ﹤0.01%
575
2013
$3.11K ﹤0.01%
+63
2014
$3.09K ﹤0.01%
133
2015
$3.09K ﹤0.01%
+45
2016
$3.09K ﹤0.01%
43
2017
$3.08K ﹤0.01%
+111
2018
$3.08K ﹤0.01%
158
2019
$3.08K ﹤0.01%
100
2020
$3.07K ﹤0.01%
+25
2021
$3.07K ﹤0.01%
371
2022
$3.06K ﹤0.01%
113
+36
2023
$3.06K ﹤0.01%
99
+55
2024
$3.03K ﹤0.01%
354
2025
$3K ﹤0.01%
+246
79 80
81
82 83