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
1226
$42.5K ﹤0.01%
1,446
+1,228
1227
$42.4K ﹤0.01%
2,182
1228
$42.3K ﹤0.01%
1,436
+7
1229
$42.1K ﹤0.01%
1,600
-450
1230
$42.1K ﹤0.01%
348
1231
$42.1K ﹤0.01%
782
-90
1232
$42K ﹤0.01%
1,699
-118
1233
$42K ﹤0.01%
1,486
-9,417
1234
$42K ﹤0.01%
2,105
+1,800
1235
$41.9K ﹤0.01%
1,710
+335
1236
$41.8K ﹤0.01%
277
1237
$41.8K ﹤0.01%
3,610
+309
1238
$41.7K ﹤0.01%
5,663
-4,171
1239
$41.6K ﹤0.01%
6,725
-3,650
1240
$41.6K ﹤0.01%
308
+44
1241
$41.5K ﹤0.01%
1,937
-144
1242
$41.5K ﹤0.01%
717
+557
1243
$41.3K ﹤0.01%
40
1244
$41.3K ﹤0.01%
1,948
1245
$41.1K ﹤0.01%
1,381
-254
1246
$41.1K ﹤0.01%
2,073
-686
1247
$41K ﹤0.01%
276
-31
1248
$41K ﹤0.01%
2,000
1249
$40.9K ﹤0.01%
6,546
-1,279
1250
$40.9K ﹤0.01%
3,018
48 49
50
51 52