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
1101
$58K ﹤0.01%
1,716
-633
1102
$57.5K ﹤0.01%
1,496
+46
1103
$57.3K ﹤0.01%
8,366
-755
1104
$57.3K ﹤0.01%
5,000
1105
$57.1K ﹤0.01%
2,081
1106
$57.1K ﹤0.01%
1,468
-803
1107
$56.8K ﹤0.01%
2,749
1108
$56.6K ﹤0.01%
2,793
-1,407
1109
$56.5K ﹤0.01%
1,380
1110
$56.3K ﹤0.01%
4,581
+581
1111
$56.3K ﹤0.01%
2,298
-1,683
1112
$56.2K ﹤0.01%
5,337
-87
1113
$56K ﹤0.01%
282
-25
1114
$55.9K ﹤0.01%
6,069
-800
1115
$55.9K ﹤0.01%
7,612
1116
$55.7K ﹤0.01%
1,800
-4,179
1117
$55.6K ﹤0.01%
733
-17
1118
$55.4K ﹤0.01%
1,421
-890
1119
$55.3K ﹤0.01%
733
1120
$55.3K ﹤0.01%
3,113
-506
1121
$55.1K ﹤0.01%
2,255
-665
1122
$55.1K ﹤0.01%
694
+101
1123
$55.1K ﹤0.01%
1,032
+3
1124
$54.5K ﹤0.01%
7,138
+92
1125
$54.4K ﹤0.01%
2,079
+154
43 44
45
46 47