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
301
$665K 0.06%
5,822
+2,431
302
$663K 0.06%
13,754
-673
303
$662K 0.06%
13,563
+321
304
$659K 0.05%
+32,123
305
$656K 0.05%
3,705
-235
306
$649K 0.05%
6,106
+555
307
$648K 0.05%
27,783
-7,123
308
$648K 0.05%
13,595
-1,585
309
$644K 0.05%
11,453
-20,062
310
$638K 0.05%
7,536
+2,879
311
$634K 0.05%
10,097
-1,857
312
$633K 0.05%
9,542
+3,113
313
$631K 0.05%
13,441
+609
314
$630K 0.05%
11,633
-2,108
315
$629K 0.05%
13,832
-3,987
316
$629K 0.05%
9,162
+3,905
317
$628K 0.05%
1,006
+337
318
$625K 0.05%
13,534
+5,417
319
$624K 0.05%
25,980
-19,800
320
$623K 0.05%
4,835
+2,978
321
$621K 0.05%
6,539
+94
322
$619K 0.05%
24,031
-4,231
323
$615K 0.05%
20,780
-4,280
324
$614K 0.05%
21,165
-2,879
325
$611K 0.05%
13,227
+2,505
11 12
13
14 15