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
726
$159K 0.01%
6,679
+4,425
727
$159K 0.01%
23,519
+15,644
728
$159K 0.01%
14,363
+2,073
729
$158K 0.01%
15,450
+4,362
730
$157K 0.01%
4,465
+3
731
$157K 0.01%
2,225
+1,043
732
$157K 0.01%
1,529
-250
733
$157K 0.01%
740
-51
734
$156K 0.01%
673
+85
735
$156K 0.01%
2,402
-396
736
$156K 0.01%
779
-3
737
$155K 0.01%
8,508
-488
738
$154K 0.01%
10,006
-573
739
$153K 0.01%
8,759
+280
740
$152K 0.01%
20,025
741
$152K 0.01%
4,860
-1,922
742
$152K 0.01%
1,519
-202
743
$151K 0.01%
2,325
744
$151K 0.01%
3,588
-435
745
$151K 0.01%
1,978
-153
746
$150K 0.01%
9,136
+1,861
747
$150K 0.01%
5,365
+42
748
$150K 0.01%
3,564
-4,726
749
$149K 0.01%
4,088
-192
750
$149K 0.01%
4,184
+212
28 29
30
31 32