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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$7M
3
+$5.86M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.77M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.55M

Top Sells

1
+$3.94M
2
+$3.29M
3
+$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
100
-40
2027
$2.99K ﹤0.01%
7
-5
2028
$2.96K ﹤0.01%
100
2029
$2.95K ﹤0.01%
145
2030
$2.94K ﹤0.01%
+119
2031
$2.94K ﹤0.01%
750
+687
2032
$2.94K ﹤0.01%
77
-104
2033
$2.92K ﹤0.01%
225
2034
$2.91K ﹤0.01%
150
2035
$2.91K ﹤0.01%
257
+7
2036
$2.9K ﹤0.01%
155
-502
2037
$2.9K ﹤0.01%
+88
2038
$2.88K ﹤0.01%
+357
2039
$2.87K ﹤0.01%
147
2040
$2.85K ﹤0.01%
730
2041
$2.84K ﹤0.01%
100
-750
2042
$2.84K ﹤0.01%
25
-68
2043
$2.83K ﹤0.01%
150
-126
2044
$2.83K ﹤0.01%
100
-300
2045
$2.82K ﹤0.01%
21
-1,135
2046
$2.8K ﹤0.01%
39
2047
$2.78K ﹤0.01%
230
2048
$2.78K ﹤0.01%
525
2049
$2.77K ﹤0.01%
240
2050
$2.77K ﹤0.01%
+1,172
80 81
82
83 84