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
2176
$4.05K ﹤0.01%
200
2177
$4.04K ﹤0.01%
78
2178
$4.03K ﹤0.01%
96
+16
2179
$4.03K ﹤0.01%
150
-42
2180
$4.03K ﹤0.01%
500
+499
2181
$4.01K ﹤0.01%
+400
2182
$4K ﹤0.01%
485
+17
2183
$4K ﹤0.01%
410
+62
2184
$3.99K ﹤0.01%
100
2185
$3.99K ﹤0.01%
20
2186
$3.98K ﹤0.01%
625
2187
$3.97K ﹤0.01%
150
2188
$3.95K ﹤0.01%
250
-150
2189
$3.95K ﹤0.01%
400
2190
$3.95K ﹤0.01%
+79
2191
$3.94K ﹤0.01%
146
+1
2192
$3.93K ﹤0.01%
488
-40
2193
$3.93K ﹤0.01%
26
2194
$3.93K ﹤0.01%
61
2195
$3.93K ﹤0.01%
520
2196
$3.92K ﹤0.01%
+66
2197
$3.9K ﹤0.01%
234
-868
2198
$3.89K ﹤0.01%
100
2199
$3.87K ﹤0.01%
1,677
2200
$3.87K ﹤0.01%
7
-12
86 87
88
89 90