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
2526
$1.17K ﹤0.01%
50
-50
2527
$1.17K ﹤0.01%
107
2528
$1.16K ﹤0.01%
+100
2529
$1.16K ﹤0.01%
205
2530
$1.16K ﹤0.01%
76
2531
$1.15K ﹤0.01%
10
2532
$1.15K ﹤0.01%
81
2533
$1.14K ﹤0.01%
40
2534
$1.13K ﹤0.01%
30
-1,019
2535
$1.13K ﹤0.01%
+140
2536
$1.12K ﹤0.01%
+96
2537
$1.09K ﹤0.01%
450
2538
$1.09K ﹤0.01%
41
2539
$1.09K ﹤0.01%
91
2540
$1.08K ﹤0.01%
206
-20
2541
$1.08K ﹤0.01%
257
2542
$1.08K ﹤0.01%
22
2543
$1.06K ﹤0.01%
44
-26
2544
$1.05K ﹤0.01%
280
2545
$1.05K ﹤0.01%
16
2546
$1.04K ﹤0.01%
186
2547
$1.04K ﹤0.01%
100
2548
$1.04K ﹤0.01%
34
2549
$1.03K ﹤0.01%
100
-3
2550
$1.03K ﹤0.01%
171
100 101
102
103 104