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
2126
$4.56K ﹤0.01%
169
-39
2127
$4.56K ﹤0.01%
192
2128
$4.55K ﹤0.01%
219
2129
$4.55K ﹤0.01%
194
2130
$4.53K ﹤0.01%
+612
2131
$4.49K ﹤0.01%
1,955
2132
$4.48K ﹤0.01%
114
-1,649
2133
$4.48K ﹤0.01%
235
-10
2134
$4.48K ﹤0.01%
5,206
+120
2135
$4.46K ﹤0.01%
258
2136
$4.45K ﹤0.01%
268
-344
2137
$4.45K ﹤0.01%
349
2138
$4.43K ﹤0.01%
194
2139
$4.4K ﹤0.01%
10
+2
2140
$4.4K ﹤0.01%
500
-7,301
2141
$4.39K ﹤0.01%
+130
2142
$4.37K ﹤0.01%
156
2143
$4.35K ﹤0.01%
536
+500
2144
$4.35K ﹤0.01%
+1,310
2145
$4.33K ﹤0.01%
+100
2146
$4.33K ﹤0.01%
155
2147
$4.33K ﹤0.01%
412
-2
2148
$4.31K ﹤0.01%
160
2149
$4.31K ﹤0.01%
490
2150
$4.31K ﹤0.01%
103
-30
84 85
86
87 88