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
$1.73B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

Top Sells

1
+$7.07M
2
+$6.56M
3
+$5.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.61M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.69M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.81%
3 Healthcare 4.78%
4 Communication Services 3.88%
5 Financials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$8.96K ﹤0.01%
148
2027
$8.95K ﹤0.01%
318
-28
2028
$8.92K ﹤0.01%
+200
2029
$8.89K ﹤0.01%
463
+7
2030
$8.83K ﹤0.01%
1,203
-1,219
2031
$8.82K ﹤0.01%
144
+44
2032
$8.78K ﹤0.01%
400
2033
$8.75K ﹤0.01%
271
+204
2034
$8.69K ﹤0.01%
97
-13
2035
$8.68K ﹤0.01%
306
2036
$8.67K ﹤0.01%
677
+12
2037
$8.64K ﹤0.01%
1,300
2038
$8.64K ﹤0.01%
125
2039
$8.64K ﹤0.01%
691
+628
2040
$8.63K ﹤0.01%
85
-225
2041
$8.59K ﹤0.01%
267
2042
$8.59K ﹤0.01%
64
2043
$8.57K ﹤0.01%
645
+28
2044
$8.51K ﹤0.01%
338
2045
$8.5K ﹤0.01%
769
+431
2046
$8.48K ﹤0.01%
494
2047
$8.47K ﹤0.01%
198
2048
$8.45K ﹤0.01%
1,000
2049
$8.45K ﹤0.01%
200
2050
$8.44K ﹤0.01%
192
-130
80 81
82
83 84