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

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
2826
-232
2827
-251
2828
-230
2829
-1,000
2830
-3,320
2831
-1
2832
-16
2833
-29
2834
-200
2835
-30
2836
-1
2837
-133
2838
-1,048
2839
-463
2840
-57
2841
-474
2842
-9,939
2843
-200
2844
-250
2845
-144
2846
-593
2847
-848
2848
-2
2849
-300
2850
-53