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
576
$251K 0.02%
13,210
-276
577
$251K 0.02%
1,986
+1,635
578
$250K 0.02%
6,741
+2,479
579
$249K 0.02%
3,100
-3,222
580
$249K 0.02%
1,813
+1,726
581
$248K 0.02%
1,711
+67
582
$247K 0.02%
6,104
-712
583
$247K 0.02%
3,841
-495
584
$246K 0.02%
21,685
+440
585
$246K 0.02%
2,050
+1,750
586
$244K 0.02%
2,362
-52
587
$243K 0.02%
6,323
+782
588
$243K 0.02%
1,716
+981
589
$242K 0.02%
21,600
-1,200
590
$242K 0.02%
3,275
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591
$241K 0.02%
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592
$241K 0.02%
349
-50
593
$240K 0.02%
15,740
-2,500
594
$239K 0.02%
+13,088
595
$238K 0.02%
1,578
-1,098
596
$237K 0.02%
7,362
-52
597
$237K 0.02%
3,158
-117
598
$236K 0.02%
1,860
-149
599
$236K 0.02%
+9,830
600
$235K 0.02%
1,020
+91
22 23
24
25 26