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
701
$171K 0.01%
9,637
+683
702
$171K 0.01%
12,810
-589
703
$170K 0.01%
5,116
+1,235
704
$169K 0.01%
6,862
-1,811
705
$169K 0.01%
755
+42
706
$169K 0.01%
8,405
+275
707
$167K 0.01%
20,000
+2,909
708
$167K 0.01%
2,424
-460
709
$165K 0.01%
1,198
-228
710
$165K 0.01%
2,376
711
$165K 0.01%
5,508
+1,193
712
$164K 0.01%
9,191
713
$164K 0.01%
1,420
+13
714
$163K 0.01%
4,809
-25,918
715
$163K 0.01%
13,643
+338
716
$162K 0.01%
1,222
+138
717
$162K 0.01%
7,210
+4,255
718
$162K 0.01%
2,085
-1,915
719
$161K 0.01%
2,963
-795
720
$161K 0.01%
3,088
-41
721
$161K 0.01%
1,905
-182
722
$161K 0.01%
1,818
+40
723
$161K 0.01%
13,379
724
$160K 0.01%
18,238
-4,325
725
$160K 0.01%
19,532
-3,530
27 28
29
30 31