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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.84M
3
+$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1
+$2.22M
2
+$1.49M
3
+$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4.67K ﹤0.01%
125
2002
$4.67K ﹤0.01%
75
2003
$4.67K ﹤0.01%
+500
2004
$4.65K ﹤0.01%
218
2005
$4.65K ﹤0.01%
50
-2,079
2006
$4.64K ﹤0.01%
122
2007
$4.63K ﹤0.01%
729
2008
$4.62K ﹤0.01%
102
2009
$4.54K ﹤0.01%
250
2010
$4.51K ﹤0.01%
69
2011
$4.48K ﹤0.01%
+250
2012
$4.47K ﹤0.01%
40
2013
$4.46K ﹤0.01%
240
2014
$4.45K ﹤0.01%
47
2015
$4.41K ﹤0.01%
+600
2016
$4.39K ﹤0.01%
107
2017
$4.32K ﹤0.01%
100
2018
$4.31K ﹤0.01%
92
+1
2019
$4.3K ﹤0.01%
400
2020
$4.29K ﹤0.01%
450
2021
$4.26K ﹤0.01%
335
2022
$4.26K ﹤0.01%
50
-50
2023
$4.25K ﹤0.01%
41
-7
2024
$4.25K ﹤0.01%
50
-76
2025
$4.24K ﹤0.01%
38
79 80
81
82 83