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
801
$131K 0.01%
5,799
+1,427
802
$130K 0.01%
4,823
803
$130K 0.01%
4,900
+550
804
$129K 0.01%
4,490
+1,716
805
$128K 0.01%
78
+15
806
$127K 0.01%
4,102
-51
807
$127K 0.01%
1,764
-321
808
$127K 0.01%
1,149
+129
809
$127K 0.01%
6,430
810
$127K 0.01%
15,000
811
$126K 0.01%
4,526
-41,628
812
$126K 0.01%
9,742
-14,781
813
$126K 0.01%
2,600
-129
814
$126K 0.01%
4,170
-278
815
$125K 0.01%
289
+268
816
$125K 0.01%
16,514
+3,206
817
$125K 0.01%
5,548
+464
818
$125K 0.01%
1,374
-1,906
819
$124K 0.01%
37,649
+17,985
820
$124K 0.01%
7,310
+590
821
$124K 0.01%
3,035
-164
822
$123K 0.01%
3,773
-3,918
823
$123K 0.01%
6,305
-1,419
824
$123K 0.01%
13,780
825
$123K 0.01%
4,840
+140
31 32
33
34 35