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
401
$433K 0.04%
30,748
+1,553
402
$430K 0.04%
10,116
-7,464
403
$426K 0.04%
4,262
+1,581
404
$425K 0.04%
7,523
+701
405
$424K 0.04%
2,595
+270
406
$423K 0.04%
15,474
+6,342
407
$422K 0.04%
2,484
+325
408
$421K 0.04%
25,058
+4,339
409
$419K 0.03%
5,068
-6,603
410
$418K 0.03%
13,621
+3,657
411
$418K 0.03%
86,483
-9,294
412
$417K 0.03%
8,325
-2,010
413
$416K 0.03%
4,957
+2,767
414
$415K 0.03%
9,145
-1,626
415
$414K 0.03%
2,190
+1,708
416
$414K 0.03%
18,071
+12,376
417
$413K 0.03%
13,367
+956
418
$412K 0.03%
5,325
-3
419
$411K 0.03%
16,630
+2,005
420
$410K 0.03%
2,995
-1
421
$409K 0.03%
7,462
+46
422
$405K 0.03%
16,106
+14,700
423
$401K 0.03%
2,406
+227
424
$400K 0.03%
4,157
-8,949
425
$399K 0.03%
5,932
+5,652
15 16
17
18 19