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
2351
$2.25K ﹤0.01%
110
2352
$2.24K ﹤0.01%
+36
2353
$2.24K ﹤0.01%
100
-100
2354
$2.24K ﹤0.01%
24
+6
2355
$2.24K ﹤0.01%
41
2356
$2.23K ﹤0.01%
+25
2357
$2.23K ﹤0.01%
223
2358
$2.21K ﹤0.01%
100
2359
$2.21K ﹤0.01%
23
2360
$2.2K ﹤0.01%
50
2361
$2.19K ﹤0.01%
175
-1,400
2362
$2.19K ﹤0.01%
+300
2363
$2.19K ﹤0.01%
100
2364
$2.19K ﹤0.01%
207
+107
2365
$2.17K ﹤0.01%
60
2366
$2.17K ﹤0.01%
+487
2367
$2.16K ﹤0.01%
59
2368
$2.16K ﹤0.01%
94
+2
2369
$2.15K ﹤0.01%
63
2370
$2.15K ﹤0.01%
175
2371
$2.15K ﹤0.01%
35
+17
2372
$2.13K ﹤0.01%
96
-10,485
2373
$2.13K ﹤0.01%
80
2374
$2.13K ﹤0.01%
118
2375
$2.12K ﹤0.01%
41
-30
93 94
95
96 97