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
601
$234K 0.02%
4,650
-127
602
$233K 0.02%
8,610
603
$232K 0.02%
4,443
-7,042
604
$231K 0.02%
1,450
-490
605
$228K 0.02%
5,010
+4,485
606
$227K 0.02%
16,828
+5,433
607
$224K 0.02%
1,537
-505
608
$224K 0.02%
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-48
609
$224K 0.02%
6,582
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610
$223K 0.02%
4,405
-5,501
611
$222K 0.02%
4,186
+1,723
612
$221K 0.02%
708
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613
$220K 0.02%
1,462
-679
614
$219K 0.02%
3,100
-1,155
615
$219K 0.02%
8,283
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$219K 0.02%
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$219K 0.02%
5,652
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618
$218K 0.02%
7,208
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619
$217K 0.02%
6,563
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620
$216K 0.02%
4,511
-1,244
621
$216K 0.02%
10,512
+450
622
$216K 0.02%
15,727
+1,759
623
$215K 0.02%
4,509
-1,328
624
$215K 0.02%
17,070
625
$214K 0.02%
2,632
+2,224
23 24
25
26 27