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
2626
$652 ﹤0.01%
163
2627
$651 ﹤0.01%
80
2628
$650 ﹤0.01%
113
-49
2629
$629 ﹤0.01%
19
2630
$625 ﹤0.01%
+19
2631
$619 ﹤0.01%
+96
2632
$617 ﹤0.01%
45
-101
2633
$616 ﹤0.01%
64
2634
$616 ﹤0.01%
12
2635
$615 ﹤0.01%
500
2636
$610 ﹤0.01%
22
2637
$600 ﹤0.01%
750
2638
$596 ﹤0.01%
15
2639
$591 ﹤0.01%
106
2640
$584 ﹤0.01%
2
2641
$583 ﹤0.01%
49
2642
$579 ﹤0.01%
4
2643
$576 ﹤0.01%
+13
2644
$572 ﹤0.01%
+200
2645
$570 ﹤0.01%
20
-400
2646
$568 ﹤0.01%
+30
2647
$566 ﹤0.01%
125
2648
$556 ﹤0.01%
51
-137
2649
$554 ﹤0.01%
25
2650
$543 ﹤0.01%
103
104 105
106
107 108