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
751
$149K 0.01%
1,950
+24
752
$148K 0.01%
1,476
-44
753
$147K 0.01%
6,593
+306
754
$147K 0.01%
4,390
+50
755
$147K 0.01%
5,479
-1,085
756
$146K 0.01%
4,882
+42
757
$146K 0.01%
935
+90
758
$146K 0.01%
4,772
-304
759
$146K 0.01%
1,795
-76
760
$146K 0.01%
9,581
+3,472
761
$144K 0.01%
4,954
762
$143K 0.01%
2,415
+62
763
$143K 0.01%
3,728
-524
764
$143K 0.01%
3,506
-1,989
765
$143K 0.01%
11,493
-693
766
$143K 0.01%
5,038
+2,135
767
$143K 0.01%
1,173
+345
768
$142K 0.01%
480
+393
769
$141K 0.01%
2,984
-736
770
$140K 0.01%
3,450
-35
771
$140K 0.01%
6,825
-15,181
772
$140K 0.01%
3,515
-240
773
$139K 0.01%
10,558
+7,534
774
$139K 0.01%
1,042
-72
775
$139K 0.01%
956
-154
29 30
31
32 33