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
1401
$27.6K ﹤0.01%
1,392
+660
1402
$27.6K ﹤0.01%
661
+6
1403
$27.5K ﹤0.01%
1,620
+1,400
1404
$27.5K ﹤0.01%
955
-2,208
1405
$27.2K ﹤0.01%
2,825
1406
$27.1K ﹤0.01%
2,550
-3,311
1407
$27.1K ﹤0.01%
2,500
1408
$27K ﹤0.01%
489
+100
1409
$26.9K ﹤0.01%
555
-21,113
1410
$26.8K ﹤0.01%
1,417
-1,250
1411
$26.7K ﹤0.01%
17,706
-3,798
1412
$26.7K ﹤0.01%
1,793
-11,642
1413
$26.6K ﹤0.01%
2,887
+2,597
1414
$26.6K ﹤0.01%
2,200
1415
$26.5K ﹤0.01%
407
-74
1416
$26.5K ﹤0.01%
928
+628
1417
$26.5K ﹤0.01%
742
+53
1418
$26.4K ﹤0.01%
592
+40
1419
$26.4K ﹤0.01%
2,529
+2,211
1420
$26.4K ﹤0.01%
359
+24
1421
$26.3K ﹤0.01%
12,500
+2,000
1422
$26.2K ﹤0.01%
457
-1,015
1423
$26.1K ﹤0.01%
956
-3,192
1424
$26K ﹤0.01%
353
-60
1425
$25.8K ﹤0.01%
5,650
55 56
57
58 59