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
1701
$13.1K ﹤0.01%
49
1702
$13.1K ﹤0.01%
900
-76
1703
$13.1K ﹤0.01%
212
-501
1704
$13.1K ﹤0.01%
662
+10
1705
$13.1K ﹤0.01%
1,381
-1,181
1706
$13.1K ﹤0.01%
315
1707
$13.1K ﹤0.01%
120
1708
$13K ﹤0.01%
650
+250
1709
$13K ﹤0.01%
650
+400
1710
$12.9K ﹤0.01%
5,528
-286
1711
$12.9K ﹤0.01%
575
+261
1712
$12.9K ﹤0.01%
1,300
1713
$12.8K ﹤0.01%
303
+14
1714
$12.8K ﹤0.01%
100
1715
$12.8K ﹤0.01%
3,060
+1,440
1716
$12.8K ﹤0.01%
235
1717
$12.7K ﹤0.01%
317
-190
1718
$12.6K ﹤0.01%
204
-663
1719
$12.6K ﹤0.01%
294
+73
1720
$12.6K ﹤0.01%
172
1721
$12.6K ﹤0.01%
829
-70
1722
$12.6K ﹤0.01%
1,226
-971
1723
$12.5K ﹤0.01%
132
+17
1724
$12.4K ﹤0.01%
800
1725
$12.4K ﹤0.01%
1,225
67 68
69
70 71