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
2101
$4.8K ﹤0.01%
260
2102
$4.8K ﹤0.01%
35
+8
2103
$4.79K ﹤0.01%
349
-1,813
2104
$4.79K ﹤0.01%
495
2105
$4.79K ﹤0.01%
154
2106
$4.79K ﹤0.01%
84
-1,188
2107
$4.78K ﹤0.01%
600
2108
$4.77K ﹤0.01%
103
+18
2109
$4.77K ﹤0.01%
200
2110
$4.75K ﹤0.01%
170
-400
2111
$4.74K ﹤0.01%
217
2112
$4.72K ﹤0.01%
365
+191
2113
$4.68K ﹤0.01%
194
2114
$4.68K ﹤0.01%
400
2115
$4.67K ﹤0.01%
100
2116
$4.65K ﹤0.01%
56
2117
$4.63K ﹤0.01%
172
+18
2118
$4.63K ﹤0.01%
400
2119
$4.62K ﹤0.01%
188
2120
$4.61K ﹤0.01%
910
2121
$4.61K ﹤0.01%
209
+3
2122
$4.6K ﹤0.01%
388
2123
$4.6K ﹤0.01%
142
2124
$4.58K ﹤0.01%
250
-1
2125
$4.56K ﹤0.01%
139
83 84
85
86 87