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
2301
$2.62K ﹤0.01%
18
+14
2302
$2.61K ﹤0.01%
91
+75
2303
$2.61K ﹤0.01%
430
2304
$2.6K ﹤0.01%
1,000
2305
$2.59K ﹤0.01%
154
+28
2306
$2.59K ﹤0.01%
263
-75
2307
$2.59K ﹤0.01%
282
2308
$2.58K ﹤0.01%
18
2309
$2.57K ﹤0.01%
211
-4,953
2310
$2.57K ﹤0.01%
48
-9
2311
$2.57K ﹤0.01%
+533
2312
$2.55K ﹤0.01%
25
+4
2313
$2.55K ﹤0.01%
250
2314
$2.52K ﹤0.01%
111
-2,196
2315
$2.51K ﹤0.01%
53
2316
$2.51K ﹤0.01%
164
-23
2317
$2.5K ﹤0.01%
7,150
+2,600
2318
$2.5K ﹤0.01%
199
-54
2319
$2.48K ﹤0.01%
153
+75
2320
$2.48K ﹤0.01%
500
2321
$2.47K ﹤0.01%
275
-500
2322
$2.47K ﹤0.01%
500
2323
$2.47K ﹤0.01%
215
2324
$2.46K ﹤0.01%
333
2325
$2.44K ﹤0.01%
34
91 92
93
94 95