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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7.11K ﹤0.01%
618
2027
$7.1K ﹤0.01%
229
2028
$7.09K ﹤0.01%
285
2029
$7.03K ﹤0.01%
152
-174
2030
$7.02K ﹤0.01%
429
-751
2031
$7.01K ﹤0.01%
291
2032
$7K ﹤0.01%
930
-300
2033
$6.99K ﹤0.01%
200
+100
2034
$6.98K ﹤0.01%
400
-5,100
2035
$6.97K ﹤0.01%
603
2036
$6.95K ﹤0.01%
383
2037
$6.94K ﹤0.01%
160
2038
$6.91K ﹤0.01%
154
2039
$6.89K ﹤0.01%
257
2040
$6.89K ﹤0.01%
116
-1
2041
$6.88K ﹤0.01%
150
2042
$6.87K ﹤0.01%
462
2043
$6.86K ﹤0.01%
148
2044
$6.84K ﹤0.01%
897
-85,104
2045
$6.79K ﹤0.01%
72
-443
2046
$6.77K ﹤0.01%
+412
2047
$6.77K ﹤0.01%
400
2048
$6.76K ﹤0.01%
67
2049
$6.76K ﹤0.01%
200
+36
2050
$6.75K ﹤0.01%
4,932
80 81
82
83 84