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
976
$77.7K 0.01%
1,346
+4
977
$77.7K 0.01%
13,701
+2,915
978
$77.4K 0.01%
3,197
+2,051
979
$77.3K 0.01%
2,259
-425
980
$77.3K 0.01%
7,911
981
$77.2K 0.01%
1,406
-132
982
$76.9K 0.01%
6,250
+1,507
983
$76.6K 0.01%
2,886
-5,692
984
$76.4K 0.01%
283
+24
985
$76.4K 0.01%
688
-524
986
$76.2K 0.01%
2,635
-3,659
987
$76.2K 0.01%
3,035
988
$76.1K 0.01%
4,069
-898
989
$76.1K 0.01%
+4,039
990
$76.1K 0.01%
1,720
-898
991
$76.1K 0.01%
3,220
+165
992
$75.5K 0.01%
1,386
-866
993
$75.5K 0.01%
683
-544
994
$75.4K 0.01%
16,600
995
$74.7K 0.01%
1,724
996
$74.5K 0.01%
885
+4
997
$74.5K 0.01%
2,005
+5
998
$74.2K 0.01%
3,427
999
$74.1K 0.01%
15,131
-18,950
1000
$74.1K 0.01%
1,593
-12
38 39
40
41 42