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
76
$3.43M 0.29%
40,224
+5,368
77
$3.33M 0.28%
61,096
-2,293
78
$3.32M 0.28%
11,633
+221
79
$3.23M 0.27%
59,673
+13,232
80
$3.2M 0.27%
76,690
+62,895
81
$3.2M 0.27%
30,112
-516
82
$3.18M 0.26%
53,573
+27,458
83
$3.18M 0.26%
70,159
+59,729
84
$3.15M 0.26%
26,235
+1,155
85
$3.11M 0.26%
38,318
-16,136
86
$3.1M 0.26%
119,868
+89,642
87
$3M 0.25%
22,471
-3,537
88
$2.99M 0.25%
26,064
+1,884
89
$2.99M 0.25%
20,456
+13,573
90
$2.98M 0.25%
59,910
-22,946
91
$2.95M 0.25%
32,715
-1,522
92
$2.89M 0.24%
45,129
+414
93
$2.87M 0.24%
40,800
-8,758
94
$2.87M 0.24%
36,317
+9,420
95
$2.8M 0.23%
84,564
-4,649
96
$2.75M 0.23%
52,459
+20,439
97
$2.74M 0.23%
33,774
-18,443
98
$2.71M 0.23%
71,391
+12,717
99
$2.69M 0.22%
32,844
+9,022
100
$2.69M 0.22%
30,846
-21,476
2 3
4
5 6