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
2001
$6.28K ﹤0.01%
88
-3
2002
$6.27K ﹤0.01%
160
2003
$6.25K ﹤0.01%
462
2004
$6.23K ﹤0.01%
600
2005
$6.23K ﹤0.01%
635
2006
$6.22K ﹤0.01%
569
2007
$6.22K ﹤0.01%
63
-3
2008
$6.19K ﹤0.01%
550
2009
$6.17K ﹤0.01%
522
2010
$6.14K ﹤0.01%
1,212
-47
2011
$6.13K ﹤0.01%
199
2012
$6.09K ﹤0.01%
105
+25
2013
$6.07K ﹤0.01%
578
+46
2014
$6.06K ﹤0.01%
189
2015
$6.05K ﹤0.01%
983
-992
2016
$6.05K ﹤0.01%
200
2017
$6.03K ﹤0.01%
754
+297
2018
$6.02K ﹤0.01%
66
-2
2019
$6.02K ﹤0.01%
317
2020
$6.01K ﹤0.01%
206
-1,691
2021
$6K ﹤0.01%
384
-20
2022
$5.99K ﹤0.01%
+125
2023
$5.96K ﹤0.01%
649
-288
2024
$5.92K ﹤0.01%
150
2025
$5.91K ﹤0.01%
447
79 80
81
82 83