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
101
$2.68M 0.22%
12,309
+5,241
102
$2.66M 0.22%
36,177
+932
103
$2.64M 0.22%
13,552
+628
104
$2.61M 0.22%
26,386
-12,277
105
$2.59M 0.22%
83,746
+938
106
$2.58M 0.21%
67,992
-3,534
107
$2.57M 0.21%
123,505
-63,905
108
$2.53M 0.21%
168,654
-19,893
109
$2.53M 0.21%
30,746
+344
110
$2.52M 0.21%
131,833
-13,395
111
$2.46M 0.2%
39,646
-1,896
112
$2.46M 0.2%
44,371
-56,807
113
$2.45M 0.2%
55,368
+12,952
114
$2.42M 0.2%
18,410
-541
115
$2.38M 0.2%
44,018
-14,833
116
$2.35M 0.2%
81,555
-2,155
117
$2.31M 0.19%
109,725
+20,432
118
$2.29M 0.19%
19,477
+7,924
119
$2.28M 0.19%
+119,246
120
$2.25M 0.19%
44,637
+329
121
$2.25M 0.19%
58,076
-3,315
122
$2.24M 0.19%
13,546
+1,016
123
$2.24M 0.19%
40,531
+38,588
124
$2.23M 0.19%
+145,892
125
$2.23M 0.19%
9,214
-1,227
3 4
5
6 7