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
776
$139K 0.01%
+1,400
777
$138K 0.01%
3,004
-398
778
$138K 0.01%
2,538
+1,278
779
$137K 0.01%
1,788
+34
780
$136K 0.01%
2,424
+5
781
$136K 0.01%
2,463
-900
782
$136K 0.01%
3,041
+330
783
$135K 0.01%
3,982
-1,495
784
$135K 0.01%
8,044
-66,246
785
$135K 0.01%
2,786
-72
786
$135K 0.01%
3,941
+630
787
$134K 0.01%
5,440
+863
788
$134K 0.01%
3,723
-60
789
$134K 0.01%
10,745
+218
790
$134K 0.01%
1,456
+171
791
$133K 0.01%
2,640
792
$133K 0.01%
3,144
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793
$133K 0.01%
17,650
+4,700
794
$133K 0.01%
4,331
+994
795
$132K 0.01%
2,034
796
$132K 0.01%
2,403
+1,439
797
$132K 0.01%
6,290
798
$131K 0.01%
3,775
+879
799
$131K 0.01%
5,349
-714
800
$131K 0.01%
3,016
-580
30 31
32
33 34