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
826
$122K 0.01%
5,412
-522
827
$122K 0.01%
4,301
-583
828
$122K 0.01%
4,299
+216
829
$122K 0.01%
3,271
-1,065
830
$122K 0.01%
3,639
831
$122K 0.01%
4,927
+4,128
832
$121K 0.01%
4,270
-300
833
$120K 0.01%
+4,400
834
$119K 0.01%
3,465
-27
835
$118K 0.01%
894
+1
836
$118K 0.01%
1,728
+180
837
$118K 0.01%
4,475
+126
838
$118K 0.01%
1,458
+26
839
$118K 0.01%
4,588
-4,452
840
$117K 0.01%
4,725
841
$117K 0.01%
6,289
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842
$117K 0.01%
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843
$117K 0.01%
4,100
844
$117K 0.01%
5,376
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845
$116K 0.01%
6,105
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846
$115K 0.01%
4,308
-1,080
847
$115K 0.01%
882
-34
848
$115K 0.01%
8,669
-1,001
849
$114K 0.01%
2,158
-200
850
$114K 0.01%
1,196
-1,429
32 33
34
35 36