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
2576
$874 ﹤0.01%
61
2577
$863 ﹤0.01%
348
+200
2578
$855 ﹤0.01%
+100
2579
$851 ﹤0.01%
30
2580
$846 ﹤0.01%
200
2581
$843 ﹤0.01%
22
2582
$840 ﹤0.01%
68
-100
2583
$831 ﹤0.01%
110
2584
$822 ﹤0.01%
+24
2585
$816 ﹤0.01%
110
2586
$816 ﹤0.01%
152
2587
$814 ﹤0.01%
43
2588
$802 ﹤0.01%
612
2589
$801 ﹤0.01%
33
2590
$798 ﹤0.01%
34
2591
$795 ﹤0.01%
350
+200
2592
$794 ﹤0.01%
28
2593
$790 ﹤0.01%
65
2594
$785 ﹤0.01%
13
2595
$785 ﹤0.01%
+15
2596
$784 ﹤0.01%
107
2597
$781 ﹤0.01%
+36
2598
$779 ﹤0.01%
110
2599
$779 ﹤0.01%
26
2600
$778 ﹤0.01%
18
102 103
104
105 106