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
676
$184K 0.02%
9,770
+1,040
677
$183K 0.02%
3,810
-466
678
$181K 0.02%
43,953
-2,758
679
$180K 0.02%
9,446
-171
680
$180K 0.02%
4,426
-970
681
$180K 0.02%
12,577
-8,561
682
$179K 0.01%
5,502
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683
$179K 0.01%
5,595
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684
$179K 0.01%
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685
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$178K 0.01%
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687
$177K 0.01%
1,120
-215
688
$177K 0.01%
597
-111
689
$177K 0.01%
11,120
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690
$177K 0.01%
2,523
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691
$177K 0.01%
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4,120
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693
$174K 0.01%
1,940
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694
$174K 0.01%
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$174K 0.01%
6,178
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696
$174K 0.01%
3,128
+1,645
697
$174K 0.01%
10,153
-675
698
$174K 0.01%
2,495
-2,142
699
$172K 0.01%
1,366
-231
700
$172K 0.01%
3,027
-434
26 27
28
29 30