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
626
$213K 0.02%
28,547
627
$213K 0.02%
4,069
+754
628
$212K 0.02%
1,173
-166
629
$212K 0.02%
5,832
+1,704
630
$211K 0.02%
1,763
+179
631
$210K 0.02%
4,104
-10,448
632
$210K 0.02%
1,145
-160
633
$210K 0.02%
2,532
-2,563
634
$209K 0.02%
7,513
-470
635
$207K 0.02%
3,630
-1,447
636
$207K 0.02%
5,770
-4,451
637
$207K 0.02%
14,109
+1,478
638
$207K 0.02%
7,360
-206
639
$207K 0.02%
4,208
-180
640
$206K 0.02%
7,250
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641
$206K 0.02%
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642
$206K 0.02%
2,022
-7,911
643
$206K 0.02%
6,650
+1,691
644
$205K 0.02%
2,236
+1,504
645
$204K 0.02%
10,402
+4,101
646
$204K 0.02%
2,614
647
$200K 0.02%
10,021
+330
648
$200K 0.02%
6,383
+621
649
$200K 0.02%
1,655
+1,440
650
$198K 0.02%
+2,998
24 25
26
27 28