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
1001
$73.2K 0.01%
1,370
+70
1002
$73.1K 0.01%
1,098
+633
1003
$72.9K 0.01%
5,265
+1,580
1004
$72.9K 0.01%
1,300
+555
1005
$72.8K 0.01%
2,488
-133
1006
$72.6K 0.01%
1,200
1007
$72.6K 0.01%
3,200
-1,000
1008
$72.5K 0.01%
1,326
+239
1009
$72.5K 0.01%
2,298
+2,023
1010
$72.4K 0.01%
2,522
+249
1011
$72.4K 0.01%
1,176
-287
1012
$72.3K 0.01%
1,540
-368
1013
$72.2K 0.01%
1,360
+772
1014
$72K 0.01%
4,584
-6,600
1015
$71.9K 0.01%
531
-152
1016
$71.7K 0.01%
799
-467
1017
$71.6K 0.01%
2,250
1018
$71.5K 0.01%
6,280
-2,797
1019
$71.2K 0.01%
1,170
+1,100
1020
$71K 0.01%
935
1021
$71K 0.01%
1,764
+16
1022
$70.9K 0.01%
2,172
-15,336
1023
$70.5K 0.01%
3,493
+519
1024
$70.5K 0.01%
2,750
+700
1025
$70.4K 0.01%
5,816
39 40
41
42 43