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
476
$340K 0.03%
15,663
+10,073
477
$339K 0.03%
11,486
+1,656
478
$338K 0.03%
5,400
+563
479
$338K 0.03%
4,925
-410
480
$337K 0.03%
2,341
-22
481
$334K 0.03%
8,890
-11,365
482
$334K 0.03%
5,297
+133
483
$334K 0.03%
2,267
-250
484
$333K 0.03%
13,925
-675
485
$332K 0.03%
20,032
+48
486
$332K 0.03%
2,683
-20,020
487
$328K 0.03%
7,584
-13,236
488
$327K 0.03%
4,185
+288
489
$327K 0.03%
32,418
-426,618
490
$325K 0.03%
10,248
-1,392
491
$323K 0.03%
11,716
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492
$323K 0.03%
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-46
493
$323K 0.03%
7,094
-2,459
494
$322K 0.03%
12,771
+1,769
495
$322K 0.03%
3,628
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496
$322K 0.03%
4,146
+308
497
$322K 0.03%
7,875
-1,950
498
$320K 0.03%
2,025
+110
499
$320K 0.03%
1,762
-102
500
$320K 0.03%
7,163
-3,150
18 19
20
21 22