AAP

Arax Advisory Partners Portfolio holdings

AUM $2.18B
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,679
New
Increased
Reduced
Closed

Top Sells

1 +$9.18M
2 +$4.15M
3 +$3.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.63M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M

Sector Composition

1 Technology 5.59%
2 Healthcare 3.03%
3 Financials 2.86%
4 Industrials 2.35%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$11.4K ﹤0.01%
102
+7
1352
$11.4K ﹤0.01%
360
+318
1353
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689
+4
1357
$11.3K ﹤0.01%
599
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$11.2K ﹤0.01%
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-10
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$11.1K ﹤0.01%
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1362
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256
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+1
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$11K ﹤0.01%
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$10.9K ﹤0.01%
95
+40
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$10.9K ﹤0.01%
135
+117
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$10.9K ﹤0.01%
261
+30
1371
$10.9K ﹤0.01%
353
1372
$10.9K ﹤0.01%
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1373
$10.9K ﹤0.01%
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1374
$10.9K ﹤0.01%
101
1375
$10.8K ﹤0.01%
181