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
2201
$3.83K ﹤0.01%
89
2202
$3.79K ﹤0.01%
384
2203
$3.75K ﹤0.01%
150
-387
2204
$3.74K ﹤0.01%
519
2205
$3.73K ﹤0.01%
267
2206
$3.71K ﹤0.01%
300
2207
$3.68K ﹤0.01%
70
2208
$3.68K ﹤0.01%
328
-1
2209
$3.65K ﹤0.01%
+51
2210
$3.63K ﹤0.01%
107
+65
2211
$3.63K ﹤0.01%
200
2212
$3.62K ﹤0.01%
171
2213
$3.61K ﹤0.01%
107
2214
$3.61K ﹤0.01%
75
-76
2215
$3.6K ﹤0.01%
509
+225
2216
$3.6K ﹤0.01%
12
-21
2217
$3.59K ﹤0.01%
+250
2218
$3.58K ﹤0.01%
625
2219
$3.53K ﹤0.01%
400
2220
$3.51K ﹤0.01%
276
2221
$3.48K ﹤0.01%
99
2222
$3.48K ﹤0.01%
360
+11
2223
$3.47K ﹤0.01%
59
2224
$3.46K ﹤0.01%
550
+50
2225
$3.45K ﹤0.01%
689
87 88
89
90 91