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
$1.06B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,701
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.8M
3
+$3.99M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.86M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$1.1M
4
PSAU
Invesco Global Gold and Precious Metals ETF
PSAU
+$948K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$760K

Sector Composition

1 Technology 9.38%
2 Financials 4.88%
3 Healthcare 4.77%
4 Communication Services 3.93%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$6.17K ﹤0.01%
350
2002
$6.16K ﹤0.01%
349
+99
2003
$6.16K ﹤0.01%
104
2004
$6.15K ﹤0.01%
50
2005
$6.13K ﹤0.01%
287
-140
2006
$6.13K ﹤0.01%
66
2007
$6.1K ﹤0.01%
415
2008
$6.1K ﹤0.01%
+270
2009
$6.09K ﹤0.01%
1,260
2010
$6.08K ﹤0.01%
87
2011
$6.08K ﹤0.01%
163
+22
2012
$6.07K ﹤0.01%
+206
2013
$6.05K ﹤0.01%
254
-4
2014
$6.05K ﹤0.01%
472
2015
$6.03K ﹤0.01%
218
2016
$6K ﹤0.01%
223
2017
$5.99K ﹤0.01%
217
2018
$5.99K ﹤0.01%
+291
2019
$5.99K ﹤0.01%
300
2020
$5.95K ﹤0.01%
289
2021
$5.93K ﹤0.01%
240
+72
2022
$5.93K ﹤0.01%
61
+6
2023
$5.91K ﹤0.01%
149
-32
2024
$5.88K ﹤0.01%
37
-14
2025
$5.88K ﹤0.01%
500
79 80
81
82 83