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
$1.2B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$18.8M
3
+$9.84M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$7.68M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$5.32M

Top Sells

1
+$8.31M
2
+$5.95M
3
+$5.03M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.97M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.3M

Sector Composition

1 Technology 10.74%
2 Healthcare 5.65%
3 Communication Services 4.02%
4 Consumer Discretionary 3.95%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.46K ﹤0.01%
+25
2477
$1.46K ﹤0.01%
300
2478
$1.45K ﹤0.01%
200
+198
2479
$1.44K ﹤0.01%
+25
2480
$1.44K ﹤0.01%
+26
2481
$1.43K ﹤0.01%
70
2482
$1.43K ﹤0.01%
345
-320
2483
$1.43K ﹤0.01%
38
2484
$1.43K ﹤0.01%
95
2485
$1.42K ﹤0.01%
1,800
2486
$1.41K ﹤0.01%
39
2487
$1.4K ﹤0.01%
100
2488
$1.4K ﹤0.01%
223
2489
$1.4K ﹤0.01%
379
2490
$1.4K ﹤0.01%
150
2491
$1.39K ﹤0.01%
30
2492
$1.36K ﹤0.01%
354
2493
$1.35K ﹤0.01%
14
-1
2494
$1.34K ﹤0.01%
191
2495
$1.33K ﹤0.01%
200
-8,745
2496
$1.33K ﹤0.01%
1,661
-53
2497
$1.32K ﹤0.01%
35
2498
$1.3K ﹤0.01%
42
2499
$1.3K ﹤0.01%
250
2500
$1.3K ﹤0.01%
900
-20,510
98 99
100
101 102