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
1751
$11.4K ﹤0.01%
500
+50
1752
$11.3K ﹤0.01%
164
-1,371
1753
$11.3K ﹤0.01%
250
-61
1754
$11.3K ﹤0.01%
4,104
+132
1755
$11.3K ﹤0.01%
776
1756
$11.3K ﹤0.01%
622
+546
1757
$11.2K ﹤0.01%
523
+56
1758
$11.1K ﹤0.01%
1,372
+259
1759
$11.1K ﹤0.01%
258
+224
1760
$11.1K ﹤0.01%
390
1761
$11.1K ﹤0.01%
650
-700
1762
$11K ﹤0.01%
176
-85
1763
$11K ﹤0.01%
935
+72
1764
$11K ﹤0.01%
30
1765
$11K ﹤0.01%
500
1766
$11K ﹤0.01%
492
1767
$11K ﹤0.01%
1,800
1768
$10.9K ﹤0.01%
1,205
-51
1769
$10.9K ﹤0.01%
850
+12
1770
$10.8K ﹤0.01%
159
-1,456
1771
$10.8K ﹤0.01%
1,400
1772
$10.8K ﹤0.01%
207
-778
1773
$10.8K ﹤0.01%
592
1774
$10.8K ﹤0.01%
126
+10
1775
$10.8K ﹤0.01%
485
69 70
71
72 73