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
1976
$6.62K ﹤0.01%
383
1977
$6.6K ﹤0.01%
355
+55
1978
$6.57K ﹤0.01%
106
-972
1979
$6.56K ﹤0.01%
1,649
1980
$6.56K ﹤0.01%
274
+125
1981
$6.55K ﹤0.01%
379
+5
1982
$6.54K ﹤0.01%
916
1983
$6.54K ﹤0.01%
104
-173
1984
$6.54K ﹤0.01%
929
+13
1985
$6.5K ﹤0.01%
260
1986
$6.48K ﹤0.01%
64
+8
1987
$6.47K ﹤0.01%
267
1988
$6.47K ﹤0.01%
144
1989
$6.46K ﹤0.01%
33
-3
1990
$6.46K ﹤0.01%
88
+12
1991
$6.44K ﹤0.01%
1,695
+221
1992
$6.44K ﹤0.01%
+109
1993
$6.42K ﹤0.01%
86
+21
1994
$6.4K ﹤0.01%
180
1995
$6.38K ﹤0.01%
267
+29
1996
$6.37K ﹤0.01%
99
1997
$6.35K ﹤0.01%
200
1998
$6.33K ﹤0.01%
14
1999
$6.32K ﹤0.01%
225
+25
2000
$6.32K ﹤0.01%
+483
78 79
80
81 82