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
2551
$1.02K ﹤0.01%
12
-4,146
2552
$1.02K ﹤0.01%
42
2553
$1.02K ﹤0.01%
61
2554
$1.02K ﹤0.01%
100
-162
2555
$1.01K ﹤0.01%
200
-1,022
2556
$1.01K ﹤0.01%
100
-100
2557
$1.01K ﹤0.01%
41
2558
$995 ﹤0.01%
27
-1,480
2559
$993 ﹤0.01%
+15
2560
$983 ﹤0.01%
56
2561
$979 ﹤0.01%
+26
2562
$978 ﹤0.01%
137
2563
$977 ﹤0.01%
31
-31
2564
$975 ﹤0.01%
48
2565
$970 ﹤0.01%
94
2566
$964 ﹤0.01%
160
2567
$961 ﹤0.01%
123
2568
$950 ﹤0.01%
33
-100
2569
$949 ﹤0.01%
2,304
-400
2570
$944 ﹤0.01%
30
2571
$941 ﹤0.01%
100
2572
$931 ﹤0.01%
30
-65
2573
$905 ﹤0.01%
47
2574
$890 ﹤0.01%
150
-109
2575
$885 ﹤0.01%
117
-174
101 102
103
104 105