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
501
$319K 0.03%
9,038
-957
502
$318K 0.03%
5,720
+1,928
503
$318K 0.03%
12,345
-3,993
504
$318K 0.03%
11,626
+7,504
505
$318K 0.03%
12,497
+7,957
506
$315K 0.03%
13,384
+3,597
507
$314K 0.03%
4,778
-307
508
$313K 0.03%
6,967
-2,155
509
$312K 0.03%
5,724
-1,701
510
$312K 0.03%
12,257
+11,194
511
$312K 0.03%
14,998
+978
512
$311K 0.03%
14,052
513
$308K 0.03%
12,240
-2,300
514
$306K 0.03%
22,884
+3,440
515
$305K 0.03%
7,784
516
$302K 0.03%
3,778
-525
517
$302K 0.03%
1,624
+20
518
$301K 0.03%
2,368
+1,508
519
$301K 0.03%
12,055
+445
520
$301K 0.03%
1,939
-1,307
521
$300K 0.02%
2,526
-367
522
$299K 0.02%
13,407
-1,477
523
$299K 0.02%
8,308
-329
524
$299K 0.02%
3,009
-327
525
$299K 0.02%
5,785
-516
19 20
21
22 23