APA
American Portfolios Advisors Portfolio holdings
AUM
$2.36B
This Quarter Return
-11.43%
1 Year Return
-14.59%
3 Year Return
+43.53%
5 Year Return
+72.29%
10 Year Return
–
AUM
$809M
AUM Growth
+$809M
(-7%)
Cap. Flow
+$52.9M
Cap. Flow
% of AUM
6.53%
Top 10 Holdings %
Top 10 Hldgs %
19.31%
Holding
2,644
New
239
Increased
821
Reduced
686
Closed
249
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.18M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7M |
| 3 |
Vanguard Growth ETF
VUG
|
$5.86M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.77M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$4.55M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.94M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.29M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.04M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$2.97M |
| 5 |
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 | 3.37% |
