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
1201
$45.3K ﹤0.01%
1,406
+63
1202
$45K ﹤0.01%
3,350
1203
$45K ﹤0.01%
541
-14
1204
$45K ﹤0.01%
4,175
-889
1205
$45K ﹤0.01%
247
+6
1206
$44.8K ﹤0.01%
2,441
+727
1207
$44.5K ﹤0.01%
955
-940
1208
$44.3K ﹤0.01%
405
-467
1209
$44.2K ﹤0.01%
415
+4
1210
$44K ﹤0.01%
2,851
+1,139
1211
$44K ﹤0.01%
5,703
+541
1212
$44K ﹤0.01%
508
-271
1213
$43.8K ﹤0.01%
1,758
-9
1214
$43.6K ﹤0.01%
2,052
-130
1215
$43.4K ﹤0.01%
1,965
-262
1216
$43.3K ﹤0.01%
875
-300
1217
$43.3K ﹤0.01%
1,201
-5,518
1218
$43.3K ﹤0.01%
1,368
-1,311
1219
$43.1K ﹤0.01%
3,537
-151
1220
$43.1K ﹤0.01%
2,031
-48
1221
$43.1K ﹤0.01%
1,058
+117
1222
$42.9K ﹤0.01%
1,241
-138
1223
$42.8K ﹤0.01%
690
-4,518
1224
$42.7K ﹤0.01%
1,900
1225
$42.5K ﹤0.01%
350
+24
47 48
49
50 51