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
26
$7.44M 0.62%
64,531
+25,761
27
$7.42M 0.62%
138,115
+34,407
28
$7.25M 0.6%
175,784
+21,220
29
$6.93M 0.58%
76,980
-32,435
30
$6.79M 0.56%
30,965
-14,583
31
$6.77M 0.56%
129,261
-94,887
32
$6.73M 0.56%
60,592
+1,973
33
$6.27M 0.52%
123,019
-12,729
34
$6.1M 0.51%
76,390
+2,107
35
$6.05M 0.5%
200,650
+6,476
36
$5.61M 0.47%
115,759
+109,676
37
$5.37M 0.45%
134,912
-41,384
38
$5.35M 0.44%
149,702
+144,022
39
$5.33M 0.44%
167,432
+64,593
40
$5.31M 0.44%
141,410
+35,360
41
$5.19M 0.43%
187,411
+29,015
42
$5.11M 0.42%
231,883
-22,976
43
$4.99M 0.42%
71,467
+608
44
$4.99M 0.41%
59,384
-13,662
45
$4.94M 0.41%
88,057
-7,391
46
$4.94M 0.41%
61,440
+34,785
47
$4.82M 0.4%
98,890
-21,037
48
$4.74M 0.39%
40,002
+4,308
49
$4.7M 0.39%
14,771
-3,246
50
$4.69M 0.39%
81,306
+2,083
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