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
2076
$2.47K ﹤0.01%
131
2077
$2.46K ﹤0.01%
70
2078
$2.46K ﹤0.01%
50
-145
2079
$2.44K ﹤0.01%
110
-15
2080
$2.44K ﹤0.01%
+9
2081
$2.44K ﹤0.01%
804
+13
2082
$2.42K ﹤0.01%
75
-75
2083
$2.42K ﹤0.01%
+296
2084
$2.42K ﹤0.01%
100
2085
$2.4K ﹤0.01%
+500
2086
$2.4K ﹤0.01%
+120
2087
$2.4K ﹤0.01%
81
2088
$2.39K ﹤0.01%
697
2089
$2.38K ﹤0.01%
+150
2090
$2.38K ﹤0.01%
335
2091
$2.37K ﹤0.01%
100
2092
$2.37K ﹤0.01%
50
2093
$2.36K ﹤0.01%
50
2094
$2.35K ﹤0.01%
490
+10
2095
$2.35K ﹤0.01%
325
-525
2096
$2.33K ﹤0.01%
250
2097
$2.31K ﹤0.01%
+92
2098
$2.31K ﹤0.01%
+364
2099
$2.3K ﹤0.01%
51
2100
$2.27K ﹤0.01%
185
82 83
84
85 86