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
2401
$1.97K ﹤0.01%
24
2402
$1.96K ﹤0.01%
37
2403
$1.96K ﹤0.01%
78
2404
$1.95K ﹤0.01%
20
2405
$1.95K ﹤0.01%
90
-29
2406
$1.93K ﹤0.01%
117
2407
$1.93K ﹤0.01%
153
2408
$1.93K ﹤0.01%
73
-1
2409
$1.93K ﹤0.01%
183
-1
2410
$1.91K ﹤0.01%
697
2411
$1.91K ﹤0.01%
+260
2412
$1.91K ﹤0.01%
300
+200
2413
$1.9K ﹤0.01%
+150
2414
$1.9K ﹤0.01%
+20
2415
$1.9K ﹤0.01%
15
2416
$1.9K ﹤0.01%
100
2417
$1.88K ﹤0.01%
447
2418
$1.88K ﹤0.01%
815
+439
2419
$1.88K ﹤0.01%
+300
2420
$1.86K ﹤0.01%
27
2421
$1.85K ﹤0.01%
+28
2422
$1.84K ﹤0.01%
21
+13
2423
$1.84K ﹤0.01%
432
2424
$1.83K ﹤0.01%
+54
2425
$1.82K ﹤0.01%
89
+2
95 96
97
98 99