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
451
$365K 0.03%
5,644
-869
452
$362K 0.03%
17,869
+2,241
453
$362K 0.03%
20,000
-50
454
$361K 0.03%
20,902
-11,162
455
$361K 0.03%
10,100
456
$361K 0.03%
15,080
+3,088
457
$360K 0.03%
16,276
+12,756
458
$360K 0.03%
7,859
-3,301
459
$358K 0.03%
14,113
460
$357K 0.03%
27,720
+1,704
461
$356K 0.03%
3,745
+717
462
$355K 0.03%
2,680
-82
463
$354K 0.03%
17,340
+37
464
$354K 0.03%
8,266
+339
465
$351K 0.03%
10,442
-820
466
$350K 0.03%
3,580
+3,490
467
$349K 0.03%
3,645
+12
468
$347K 0.03%
13,010
+514
469
$346K 0.03%
7,116
-7,670
470
$346K 0.03%
728
+3
471
$346K 0.03%
12,108
-3,999
472
$344K 0.03%
47,424
-1,806
473
$344K 0.03%
2,812
+31
474
$342K 0.03%
7,160
-1,121
475
$342K 0.03%
17,596
-1,656
17 18
19
20 21