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
1026
$70.3K 0.01%
400
+330
1027
$70.1K 0.01%
6,674
1028
$70K 0.01%
1,400
+5
1029
$69.9K 0.01%
3,112
-1,445
1030
$69.7K 0.01%
801
-8,529
1031
$69.6K 0.01%
1,741
-270
1032
$69.3K 0.01%
217
-966
1033
$69.2K 0.01%
1,517
-577
1034
$68.8K 0.01%
9,995
+2,420
1035
$68.7K 0.01%
1,600
-14
1036
$68.2K 0.01%
+23,358
1037
$68K 0.01%
2,229
-1,000
1038
$67.8K 0.01%
2,793
+109
1039
$67.6K 0.01%
2,123
-18
1040
$67.5K 0.01%
3,100
-400
1041
$67.3K 0.01%
657
+21
1042
$67.2K 0.01%
3,987
-148
1043
$67.2K 0.01%
+2,869
1044
$67.1K 0.01%
1,903
-4,337
1045
$67K 0.01%
2,511
-1,672
1046
$66.6K 0.01%
663
+293
1047
$66.5K 0.01%
1,653
+343
1048
$66.5K 0.01%
1,373
1049
$66K 0.01%
958
-3,212
1050
$65.8K 0.01%
1,350
+474
40 41
42
43 44