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
2651
$537 ﹤0.01%
46
-142
2652
$526 ﹤0.01%
+111
2653
$521 ﹤0.01%
100
2654
$520 ﹤0.01%
255
2655
$518 ﹤0.01%
350
2656
$509 ﹤0.01%
188
-12
2657
$501 ﹤0.01%
7
2658
$487 ﹤0.01%
1,071
2659
$483 ﹤0.01%
169
-101
2660
$473 ﹤0.01%
686
2661
$468 ﹤0.01%
400
2662
$460 ﹤0.01%
75
+71
2663
$454 ﹤0.01%
10
2664
$453 ﹤0.01%
+12
2665
$437 ﹤0.01%
100
2666
$434 ﹤0.01%
150
2667
$432 ﹤0.01%
9
2668
$432 ﹤0.01%
35
2669
$431 ﹤0.01%
+155
2670
$409 ﹤0.01%
1,740
2671
$399 ﹤0.01%
74
2672
$397 ﹤0.01%
32
2673
$390 ﹤0.01%
20
-6
2674
$388 ﹤0.01%
405
2675
$381 ﹤0.01%
44
105 106
107
108 109