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
2051
$2.76K ﹤0.01%
+120
2052
$2.75K ﹤0.01%
+350
2053
$2.75K ﹤0.01%
+78
2054
$2.71K ﹤0.01%
+86
2055
$2.69K ﹤0.01%
+250
2056
$2.69K ﹤0.01%
225
2057
$2.67K ﹤0.01%
+153
2058
$2.66K ﹤0.01%
125
2059
$2.65K ﹤0.01%
100
-95
2060
$2.6K ﹤0.01%
100
-7,217
2061
$2.6K ﹤0.01%
+139
2062
$2.6K ﹤0.01%
100
2063
$2.59K ﹤0.01%
168
+68
2064
$2.57K ﹤0.01%
260
2065
$2.54K ﹤0.01%
+164
2066
$2.54K ﹤0.01%
28
2067
$2.54K ﹤0.01%
51
+1
2068
$2.51K ﹤0.01%
171
2069
$2.51K ﹤0.01%
100
2070
$2.5K ﹤0.01%
2,000
2071
$2.5K ﹤0.01%
117
2072
$2.5K ﹤0.01%
+22
2073
$2.49K ﹤0.01%
500
-500
2074
$2.49K ﹤0.01%
629
2075
$2.48K ﹤0.01%
2,000
81 82
83
84 85