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
226
$976K 0.08%
16,456
+2,495
227
$969K 0.08%
6,499
-3,940
228
$968K 0.08%
16,344
-53,070
229
$964K 0.08%
30,653
+3,994
230
$962K 0.08%
37,301
+770
231
$959K 0.08%
15,246
+872
232
$958K 0.08%
7,302
+394
233
$957K 0.08%
15,876
+10,982
234
$947K 0.08%
13,160
-3,102
235
$944K 0.08%
3,899
+3,606
236
$941K 0.08%
74,352
-7,280
237
$938K 0.08%
10,723
+1,578
238
$934K 0.08%
10,913
-4,484
239
$929K 0.08%
7,082
+93
240
$926K 0.08%
21,165
+2,227
241
$918K 0.08%
18,992
-3,510
242
$911K 0.08%
18,466
-2,729
243
$909K 0.08%
53,076
-9,228
244
$902K 0.08%
22,266
-800
245
$890K 0.07%
10,343
+1,927
246
$890K 0.07%
7,296
-495
247
$889K 0.07%
16,427
-1,481
248
$887K 0.07%
11,639
+325
249
$883K 0.07%
20,958
+528
250
$883K 0.07%
5,102
+2,965
8 9
10
11 12