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
1951
$7.04K ﹤0.01%
250
1952
$7K ﹤0.01%
+2,500
1953
$7K ﹤0.01%
143
+75
1954
$6.98K ﹤0.01%
156
1955
$6.98K ﹤0.01%
70
1956
$6.97K ﹤0.01%
650
1957
$6.96K ﹤0.01%
229
+93
1958
$6.89K ﹤0.01%
257
-200
1959
$6.87K ﹤0.01%
565
+15
1960
$6.87K ﹤0.01%
949
1961
$6.87K ﹤0.01%
330
-874
1962
$6.85K ﹤0.01%
870
-1
1963
$6.82K ﹤0.01%
+459
1964
$6.76K ﹤0.01%
300
-700
1965
$6.75K ﹤0.01%
288
1966
$6.75K ﹤0.01%
1,269
1967
$6.74K ﹤0.01%
141
-1,293
1968
$6.73K ﹤0.01%
80
+4
1969
$6.72K ﹤0.01%
384
1970
$6.71K ﹤0.01%
84
+12
1971
$6.69K ﹤0.01%
300
+29
1972
$6.67K ﹤0.01%
+300
1973
$6.63K ﹤0.01%
+40
1974
$6.63K ﹤0.01%
150
+22
1975
$6.62K ﹤0.01%
295
77 78
79
80 81