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AAP
Arax Advisory Partners Portfolio holdings
AUM
$3.54B
1-Year Est. Return
19.14%
This Fund
S&P 500
This Quarter
Est. Return
-1.04%
1 Year Est. Return
+19.14%
3 Year Est. Return
+47.9%
5 Year Est. Return
+48.74%
10 Year Est. Return
–
AUM
$731M
AUM Growth
-$2.36M
(-0.32%)
Cap. Flow
+$7.06M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
46.88%
Holding
1,099
New
152
Increased
374
Reduced
178
Closed
77
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$5.26M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.15M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$2.91M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.81M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$1.8M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$3.91M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
+$3.43M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
+$3.4M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$3.12M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$2.37M |
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Financials | 2.5% |
| 3 | Healthcare | 1.97% |
| 4 | Consumer Discretionary | 1.63% |
| 5 | Communication Services | 0.97% |
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