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
1926
$7.35K ﹤0.01%
1,000
1927
$7.33K ﹤0.01%
501
1928
$7.33K ﹤0.01%
233
+111
1929
$7.31K ﹤0.01%
90
+1
1930
$7.3K ﹤0.01%
600
1931
$7.28K ﹤0.01%
8
1932
$7.25K ﹤0.01%
1,706
-984
1933
$7.25K ﹤0.01%
186
1934
$7.24K ﹤0.01%
70
1935
$7.24K ﹤0.01%
1,590
-1,000
1936
$7.23K ﹤0.01%
558
+233
1937
$7.19K ﹤0.01%
118
+66
1938
$7.18K ﹤0.01%
454
-1,062
1939
$7.17K ﹤0.01%
497
1940
$7.15K ﹤0.01%
125
1941
$7.12K ﹤0.01%
300
1942
$7.11K ﹤0.01%
+500
1943
$7.1K ﹤0.01%
282
1944
$7.09K ﹤0.01%
400
1945
$7.09K ﹤0.01%
400
-719
1946
$7.08K ﹤0.01%
2,000
1947
$7.07K ﹤0.01%
200
1948
$7.07K ﹤0.01%
164
+7
1949
$7.06K ﹤0.01%
64
-18
1950
$7.04K ﹤0.01%
155
+8
76 77
78
79 80