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
851
$114K 0.01%
11,169
+7,188
852
$114K 0.01%
2,280
-1,278
853
$113K 0.01%
2,062
-104
854
$113K 0.01%
2,485
855
$112K 0.01%
7,190
+38
856
$112K 0.01%
3,040
-100
857
$112K 0.01%
760
-412
858
$112K 0.01%
11,560
-8,147
859
$111K 0.01%
3,037
-2,165
860
$110K 0.01%
370
861
$109K 0.01%
4,350
862
$109K 0.01%
1,853
+663
863
$109K 0.01%
3,759
+2,738
864
$108K 0.01%
6,250
865
$108K 0.01%
6,600
+10
866
$108K 0.01%
1,354
+124
867
$108K 0.01%
12,687
+600
868
$108K 0.01%
4,946
+324
869
$108K 0.01%
6,221
+266
870
$107K 0.01%
6,661
+664
871
$107K 0.01%
5,095
+739
872
$107K 0.01%
2,968
-635
873
$107K 0.01%
5,745
-3,479
874
$107K 0.01%
5,190
+1,539
875
$107K 0.01%
2,292
-256
33 34
35
36 37