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
2051
$5.45K ﹤0.01%
198
-768
2052
$5.43K ﹤0.01%
215
-254
2053
$5.43K ﹤0.01%
260
2054
$5.4K ﹤0.01%
502
2055
$5.38K ﹤0.01%
75
2056
$5.37K ﹤0.01%
204
-154
2057
$5.37K ﹤0.01%
810
+710
2058
$5.34K ﹤0.01%
100
2059
$5.31K ﹤0.01%
117
+18
2060
$5.3K ﹤0.01%
1,260
2061
$5.29K ﹤0.01%
200
-48
2062
$5.28K ﹤0.01%
+225
2063
$5.28K ﹤0.01%
328
+1
2064
$5.27K ﹤0.01%
5,120
+120
2065
$5.27K ﹤0.01%
148
2066
$5.27K ﹤0.01%
163
-1,473
2067
$5.25K ﹤0.01%
315
-550
2068
$5.25K ﹤0.01%
+420
2069
$5.24K ﹤0.01%
139
2070
$5.24K ﹤0.01%
415
2071
$5.24K ﹤0.01%
378
+113
2072
$5.23K ﹤0.01%
1,000
2073
$5.23K ﹤0.01%
50
-1,126
2074
$5.22K ﹤0.01%
170
2075
$5.2K ﹤0.01%
302
-221
81 82
83
84 85