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
526
$296K 0.02%
+64,349
527
$296K 0.02%
6,160
-59
528
$295K 0.02%
13,204
-2,477
529
$295K 0.02%
7,350
-764
530
$290K 0.02%
28,263
+16,221
531
$288K 0.02%
7,643
-78
532
$287K 0.02%
8,390
+615
533
$287K 0.02%
17,135
-195
534
$287K 0.02%
5,419
-64
535
$286K 0.02%
10,524
+644
536
$285K 0.02%
3,806
+568
537
$284K 0.02%
3,053
+487
538
$284K 0.02%
2,544
-67
539
$284K 0.02%
12,025
+7,134
540
$283K 0.02%
1,083
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541
$283K 0.02%
20,139
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542
$281K 0.02%
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543
$280K 0.02%
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544
$279K 0.02%
1,493
-3,190
545
$278K 0.02%
11,329
-17,401
546
$276K 0.02%
4,647
-338
547
$276K 0.02%
4,906
-415
548
$276K 0.02%
1,514
+809
549
$275K 0.02%
4,996
+504
550
$272K 0.02%
1,383
-602
20 21
22
23 24