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
2601
$773 ﹤0.01%
14
-598
2602
$772 ﹤0.01%
196
-821
2603
$772 ﹤0.01%
109
2604
$762 ﹤0.01%
+10
2605
$761 ﹤0.01%
21
-73
2606
$752 ﹤0.01%
225
2607
$748 ﹤0.01%
100
2608
$742 ﹤0.01%
+47
2609
$739 ﹤0.01%
91
-160
2610
$731 ﹤0.01%
+46
2611
$731 ﹤0.01%
100
2612
$725 ﹤0.01%
185
2613
$723 ﹤0.01%
15
2614
$722 ﹤0.01%
34
2615
$716 ﹤0.01%
72
-72
2616
$707 ﹤0.01%
310
2617
$704 ﹤0.01%
11
-580
2618
$698 ﹤0.01%
88
2619
$696 ﹤0.01%
+116
2620
$692 ﹤0.01%
97
2621
$687 ﹤0.01%
67
2622
$673 ﹤0.01%
62
-59
2623
$668 ﹤0.01%
42
2624
$662 ﹤0.01%
217
2625
$657 ﹤0.01%
85
-65
103 104
105
106 107