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
2026
$5.89K ﹤0.01%
250
2027
$5.87K ﹤0.01%
67
+9
2028
$5.86K ﹤0.01%
304
+82
2029
$5.79K ﹤0.01%
110
-276
2030
$5.75K ﹤0.01%
89
2031
$5.74K ﹤0.01%
312
2032
$5.72K ﹤0.01%
210
-6,932
2033
$5.71K ﹤0.01%
200
2034
$5.68K ﹤0.01%
49
2035
$5.68K ﹤0.01%
1,067
2036
$5.65K ﹤0.01%
154
2037
$5.64K ﹤0.01%
2,736
2038
$5.63K ﹤0.01%
850
+250
2039
$5.63K ﹤0.01%
+267
2040
$5.61K ﹤0.01%
355
2041
$5.61K ﹤0.01%
412
2042
$5.61K ﹤0.01%
3,100
+600
2043
$5.59K ﹤0.01%
165
+40
2044
$5.51K ﹤0.01%
351
2045
$5.5K ﹤0.01%
174
-400
2046
$5.5K ﹤0.01%
700
-1,000
2047
$5.49K ﹤0.01%
388
-2,000
2048
$5.48K ﹤0.01%
340
2049
$5.47K ﹤0.01%
98
+10
2050
$5.46K ﹤0.01%
105
80 81
82
83 84