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
2201
$1.41K ﹤0.01%
+20
2202
$1.41K ﹤0.01%
+34
2203
$1.4K ﹤0.01%
200
2204
$1.37K ﹤0.01%
23
-77
2205
$1.36K ﹤0.01%
25
-9,153
2206
$1.35K ﹤0.01%
95
+75
2207
$1.34K ﹤0.01%
100
-100
2208
$1.34K ﹤0.01%
+35
2209
$1.34K ﹤0.01%
+59
2210
$1.33K ﹤0.01%
+13
2211
$1.33K ﹤0.01%
100
2212
$1.33K ﹤0.01%
874
+299
2213
$1.32K ﹤0.01%
23
-610
2214
$1.32K ﹤0.01%
29
+7
2215
$1.31K ﹤0.01%
200
2216
$1.29K ﹤0.01%
48
2217
$1.28K ﹤0.01%
150
2218
$1.27K ﹤0.01%
+428
2219
$1.24K ﹤0.01%
69
-494
2220
$1.24K ﹤0.01%
11
2221
$1.23K ﹤0.01%
19
+8
2222
$1.23K ﹤0.01%
+22
2223
$1.21K ﹤0.01%
56
+22
2224
$1.2K ﹤0.01%
500
-1,000
2225
$1.2K ﹤0.01%
+13
87 88
89
90 91