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
2076
$5.18K ﹤0.01%
200
2077
$5.15K ﹤0.01%
62
2078
$5.12K ﹤0.01%
1,240
+100
2079
$5.12K ﹤0.01%
134
-360
2080
$5.11K ﹤0.01%
500
-1
2081
$5.1K ﹤0.01%
250
2082
$5.1K ﹤0.01%
1,125
2083
$5.08K ﹤0.01%
800
2084
$5.05K ﹤0.01%
791
-34,213
2085
$5.04K ﹤0.01%
33
-409
2086
$5.04K ﹤0.01%
731
-33
2087
$5.02K ﹤0.01%
4,328
-525
2088
$5.02K ﹤0.01%
200
-59
2089
$5.01K ﹤0.01%
900
+500
2090
$5.01K ﹤0.01%
129
+9
2091
$5K ﹤0.01%
88
+31
2092
$5K ﹤0.01%
125
2093
$4.98K ﹤0.01%
230
2094
$4.97K ﹤0.01%
217
2095
$4.93K ﹤0.01%
984
-4,924
2096
$4.92K ﹤0.01%
285
2097
$4.88K ﹤0.01%
150
2098
$4.81K ﹤0.01%
+390
2099
$4.81K ﹤0.01%
100
2100
$4.81K ﹤0.01%
274
-1
82 83
84
85 86