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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3.29K ﹤0.01%
100
2002
$3.21K ﹤0.01%
730
2003
$3.19K ﹤0.01%
+145
2004
$3.18K ﹤0.01%
63
2005
$3.17K ﹤0.01%
148
2006
$3.15K ﹤0.01%
100
-50
2007
$3.13K ﹤0.01%
+150
2008
$3.12K ﹤0.01%
+145
2009
$3.09K ﹤0.01%
200
2010
$3.07K ﹤0.01%
50
2011
$3.05K ﹤0.01%
100
2012
$3.04K ﹤0.01%
100
-155
2013
$3.03K ﹤0.01%
621
+431
2014
$3.02K ﹤0.01%
60
+14
2015
$3.01K ﹤0.01%
100
2016
$2.97K ﹤0.01%
+112
2017
$2.94K ﹤0.01%
35
-156
2018
$2.93K ﹤0.01%
600
2019
$2.92K ﹤0.01%
71
2020
$2.9K ﹤0.01%
34
2021
$2.88K ﹤0.01%
72
2022
$2.87K ﹤0.01%
200
-402
2023
$2.87K ﹤0.01%
1
2024
$2.86K ﹤0.01%
629
2025
$2.85K ﹤0.01%
130
79 80
81
82 83