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
951
$83.2K 0.01%
2,552
+5
952
$82.9K 0.01%
1,831
-435
953
$82.9K 0.01%
1,451
-359
954
$82.8K 0.01%
1,667
955
$82.6K 0.01%
282
-12
956
$82.4K 0.01%
4,120
957
$82.2K 0.01%
464
-41
958
$82.2K 0.01%
3,886
-1,444
959
$82K 0.01%
1,516
-3,154
960
$82K 0.01%
879
-5
961
$81.2K 0.01%
1,154
+349
962
$81K 0.01%
2,000
963
$80.9K 0.01%
3,966
+1,860
964
$80.3K 0.01%
4,200
965
$80.2K 0.01%
910
-452
966
$79.1K 0.01%
2,111
-249
967
$79.1K 0.01%
490
+34
968
$79K 0.01%
2,422
969
$78.5K 0.01%
6,630
-3,810
970
$78.3K 0.01%
5,732
+4,016
971
$78.2K 0.01%
892
+520
972
$77.8K 0.01%
600
+100
973
$77.8K 0.01%
4,292
-6,001
974
$77.8K 0.01%
424
+143
975
$77.7K 0.01%
3,353
+1,215
37 38
39
40 41