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
426
$396K 0.03%
7,016
-1,474
427
$396K 0.03%
20,910
-240
428
$395K 0.03%
1,741
+19
429
$390K 0.03%
27,993
+10,009
430
$388K 0.03%
7,367
-22,581
431
$388K 0.03%
15,769
-5,495
432
$387K 0.03%
5,505
-2,450
433
$387K 0.03%
2,328
-915
434
$384K 0.03%
1,459
-87
435
$383K 0.03%
21,266
-9,344
436
$382K 0.03%
4,731
+292
437
$381K 0.03%
6,510
-204
438
$381K 0.03%
4,132
+862
439
$378K 0.03%
6,637
-436
440
$376K 0.03%
16,025
+1,029
441
$376K 0.03%
9,586
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442
$375K 0.03%
4,933
-1,690
443
$373K 0.03%
11,845
+7,425
444
$370K 0.03%
3,598
+1,311
445
$369K 0.03%
8,537
-2,921
446
$369K 0.03%
4,314
+2,607
447
$367K 0.03%
4,188
-174
448
$366K 0.03%
15,507
-3,412
449
$366K 0.03%
13,654
-3,635
450
$365K 0.03%
4,075
-4,925
16 17
18
19 20