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
176
$1.33M 0.11%
3,021
+2,183
177
$1.33M 0.11%
14,009
-4,684
178
$1.33M 0.11%
9,397
-4,708
179
$1.31M 0.11%
9,555
-421
180
$1.3M 0.11%
6,151
+1,499
181
$1.3M 0.11%
17,797
-1,514
182
$1.3M 0.11%
16,041
-188
183
$1.26M 0.1%
26,309
+470
184
$1.25M 0.1%
20,588
-3,042
185
$1.24M 0.1%
23,820
+544
186
$1.24M 0.1%
6,124
-426
187
$1.24M 0.1%
27,645
+3,522
188
$1.22M 0.1%
13,212
+2,223
189
$1.21M 0.1%
48,755
+3,925
190
$1.19M 0.1%
2,441
+2,300
191
$1.19M 0.1%
7,201
-5,996
192
$1.19M 0.1%
11,861
+5,168
193
$1.17M 0.1%
29,563
-1,725
194
$1.16M 0.1%
27,089
+328
195
$1.15M 0.1%
8,338
+331
196
$1.15M 0.1%
27,339
+3,662
197
$1.14M 0.1%
21,682
-3,318
198
$1.13M 0.09%
41,764
-26,358
199
$1.12M 0.09%
11,149
+99
200
$1.12M 0.09%
27,265
-3,773
6 7
8
9 10