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
2501
$1.29K ﹤0.01%
+47
2502
$1.28K ﹤0.01%
110
2503
$1.28K ﹤0.01%
+23
2504
$1.28K ﹤0.01%
25
-75
2505
$1.27K ﹤0.01%
21
-46
2506
$1.26K ﹤0.01%
1,000
2507
$1.26K ﹤0.01%
48
+1
2508
$1.25K ﹤0.01%
604
-3,500
2509
$1.25K ﹤0.01%
80
2510
$1.24K ﹤0.01%
838
2511
$1.24K ﹤0.01%
+18
2512
$1.24K ﹤0.01%
42
-58
2513
$1.23K ﹤0.01%
100
2514
$1.22K ﹤0.01%
22
2515
$1.22K ﹤0.01%
150
2516
$1.21K ﹤0.01%
26
2517
$1.2K ﹤0.01%
8
2518
$1.2K ﹤0.01%
67
2519
$1.2K ﹤0.01%
132
2520
$1.19K ﹤0.01%
150
2521
$1.19K ﹤0.01%
29
2522
$1.19K ﹤0.01%
119
2523
$1.18K ﹤0.01%
+19
2524
$1.18K ﹤0.01%
150
2525
$1.18K ﹤0.01%
31
99 100
101
102 103