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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7.63K ﹤0.01%
5
2002
$7.61K ﹤0.01%
100
2003
$7.6K ﹤0.01%
9
2004
$7.6K ﹤0.01%
200
2005
$7.59K ﹤0.01%
+167
2006
$7.59K ﹤0.01%
140
+34
2007
$7.57K ﹤0.01%
58
-12
2008
$7.55K ﹤0.01%
800
-800
2009
$7.54K ﹤0.01%
+260
2010
$7.54K ﹤0.01%
271
-694
2011
$7.52K ﹤0.01%
338
2012
$7.51K ﹤0.01%
459
2013
$7.48K ﹤0.01%
706
2014
$7.47K ﹤0.01%
30
2015
$7.47K ﹤0.01%
900
2016
$7.43K ﹤0.01%
148
+16
2017
$7.42K ﹤0.01%
100
2018
$7.39K ﹤0.01%
200
-200
2019
$7.34K ﹤0.01%
206
2020
$7.33K ﹤0.01%
73
-1,297
2021
$7.26K ﹤0.01%
312
2022
$7.18K ﹤0.01%
87
2023
$7.18K ﹤0.01%
320
+80
2024
$7.15K ﹤0.01%
90
2025
$7.14K ﹤0.01%
189
79 80
81
82 83