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
$2.93B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$8.63M
3
+$8.23M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$7.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.01M

Top Sells

1
+$21.7M
2
+$12.8M
3
+$10.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.5M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$6.15M

Sector Composition

1 Technology 13.65%
2 Consumer Discretionary 5.31%
3 Healthcare 4.53%
4 Financials 3.9%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$37.7K ﹤0.01%
600
-85
2027
$37.6K ﹤0.01%
1,419
+3
2028
$37.6K ﹤0.01%
1,642
+17
2029
$37.6K ﹤0.01%
2,572
2030
$37.3K ﹤0.01%
1,007
2031
$37.3K ﹤0.01%
966
+17
2032
$37.1K ﹤0.01%
369
2033
$37K ﹤0.01%
851
-29,184
2034
$37K ﹤0.01%
1,125
+552
2035
$37K ﹤0.01%
786
2036
$36.9K ﹤0.01%
+1,602
2037
$36.9K ﹤0.01%
1,598
+785
2038
$36.8K ﹤0.01%
650
2039
$36.7K ﹤0.01%
+1,272
2040
$36.7K ﹤0.01%
685
2041
$36.6K ﹤0.01%
1,070
2042
$36.6K ﹤0.01%
557
+50
2043
$36.4K ﹤0.01%
2,455
+466
2044
$36.3K ﹤0.01%
976
+821
2045
$36.3K ﹤0.01%
474
2046
$36K ﹤0.01%
794
+349
2047
$36K ﹤0.01%
1,000
2048
$36K ﹤0.01%
425
2049
$35.9K ﹤0.01%
7,856
+1,775
2050
$35.9K ﹤0.01%
3,980
80 81
82
83 84