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
1501
$21.5K ﹤0.01%
833
1502
$21.5K ﹤0.01%
700
-250
1503
$21.5K ﹤0.01%
350
1504
$21.4K ﹤0.01%
1,000
1505
$21.4K ﹤0.01%
300
1506
$21.4K ﹤0.01%
2,021
1507
$21.3K ﹤0.01%
680
-1,140
1508
$21.3K ﹤0.01%
355
1509
$21.2K ﹤0.01%
367
1510
$21.2K ﹤0.01%
423
+244
1511
$21.2K ﹤0.01%
159
-112
1512
$21.1K ﹤0.01%
+3,426
1513
$21K ﹤0.01%
245
+45
1514
$21K ﹤0.01%
425
-787
1515
$21K ﹤0.01%
313
1516
$20.9K ﹤0.01%
329
-46
1517
$20.9K ﹤0.01%
3,992
+254
1518
$20.6K ﹤0.01%
400
1519
$20.5K ﹤0.01%
793
+363
1520
$20.5K ﹤0.01%
4,823
-3,657
1521
$20.4K ﹤0.01%
150
-4
1522
$20.3K ﹤0.01%
3,115
+1,575
1523
$20.3K ﹤0.01%
437
+90
1524
$20.1K ﹤0.01%
1,000
1525
$19.9K ﹤0.01%
998
59 60
61
62 63