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
251
$879K 0.07%
9,597
-263
252
$879K 0.07%
7,237
-68,444
253
$878K 0.07%
9,819
+3,635
254
$874K 0.07%
30,643
+15,308
255
$861K 0.07%
8,902
+87
256
$860K 0.07%
29,607
+10,431
257
$852K 0.07%
41,619
-13,574
258
$845K 0.07%
5,857
+141
259
$842K 0.07%
11,669
-2,462
260
$813K 0.07%
21,642
+3,204
261
$809K 0.07%
26,230
+8,865
262
$790K 0.07%
10,945
-1,792
263
$790K 0.07%
10,675
-10,568
264
$790K 0.07%
27,443
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265
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30,755
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266
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267
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5,097
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268
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30,645
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269
$776K 0.06%
12,895
-2,451
270
$766K 0.06%
29,874
+4,050
271
$760K 0.06%
31,301
-443
272
$754K 0.06%
29,820
+4,743
273
$747K 0.06%
5,211
+249
274
$744K 0.06%
7,506
-2,665
275
$744K 0.06%
24,702
-1,942
9 10
11
12 13