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
151
$1.61M 0.13%
5,669
-1,138
152
$1.6M 0.13%
10,330
+10,030
153
$1.6M 0.13%
61,485
154
$1.58M 0.13%
11,828
-1,501
155
$1.57M 0.13%
28,112
-14,054
156
$1.56M 0.13%
16,344
+2,525
157
$1.51M 0.13%
10,510
-99
158
$1.51M 0.13%
30,915
+7,828
159
$1.49M 0.12%
24,792
+1,396
160
$1.46M 0.12%
61,670
-5,220
161
$1.45M 0.12%
14,783
-3,086
162
$1.45M 0.12%
27,078
-3,332
163
$1.45M 0.12%
26,770
-33,145
164
$1.44M 0.12%
8,334
+4,261
165
$1.44M 0.12%
67,858
-26,107
166
$1.44M 0.12%
19,570
-2,156
167
$1.43M 0.12%
83,674
-24,246
168
$1.43M 0.12%
4,978
+4,655
169
$1.42M 0.12%
17,312
+7,055
170
$1.41M 0.12%
7,068
+3,330
171
$1.38M 0.12%
11,272
-662
172
$1.38M 0.11%
19,313
-469
173
$1.37M 0.11%
40,173
+2,683
174
$1.35M 0.11%
37,753
+193
175
$1.33M 0.11%
25,007
5 6
7
8 9