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
2876
-400
2877
-400
2878
-1,997
2879
-190
2880
-561
2881
-221
2882
-1,500
2883
-40
2884
-18
2885
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2886
-321
2887
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2888
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2889
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2890
-4,875
2891
-118
2892
-1,669
2893
-290
2894
-2,253
2895
-800
2896
-324
2897
-228
2898
-411
2899
-1
2900
-175