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
2151
$4.3K ﹤0.01%
175
2152
$4.29K ﹤0.01%
412
2153
$4.27K ﹤0.01%
121
+19
2154
$4.27K ﹤0.01%
104
2155
$4.26K ﹤0.01%
346
-11,322
2156
$4.25K ﹤0.01%
147
2157
$4.25K ﹤0.01%
188
-3,195
2158
$4.24K ﹤0.01%
300
2159
$4.23K ﹤0.01%
83
2160
$4.21K ﹤0.01%
900
2161
$4.21K ﹤0.01%
56
2162
$4.2K ﹤0.01%
+250
2163
$4.18K ﹤0.01%
70
-240
2164
$4.17K ﹤0.01%
39
2165
$4.17K ﹤0.01%
+1,000
2166
$4.13K ﹤0.01%
531
2167
$4.13K ﹤0.01%
1,137
2168
$4.1K ﹤0.01%
+577
2169
$4.1K ﹤0.01%
318
2170
$4.09K ﹤0.01%
236
2171
$4.09K ﹤0.01%
150
-200
2172
$4.08K ﹤0.01%
20
2173
$4.07K ﹤0.01%
112
-80
2174
$4.07K ﹤0.01%
105
2175
$4.05K ﹤0.01%
+600
85 86
87
88 89