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
$1.22B
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,954
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.39M
3
+$3.86M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.41M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.05M

Top Sells

1
+$10.8M
2
+$5.5M
3
+$4.64M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$4.6M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$4.18M

Sector Composition

1 Technology 9.22%
2 Financials 4.79%
3 Healthcare 4.33%
4 Consumer Discretionary 4.14%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$8.08K ﹤0.01%
30
2002
$8.06K ﹤0.01%
213
2003
$8K ﹤0.01%
120
2004
$7.99K ﹤0.01%
+500
2005
$7.99K ﹤0.01%
150
2006
$7.96K ﹤0.01%
89
+22
2007
$7.96K ﹤0.01%
167
2008
$7.89K ﹤0.01%
355
2009
$7.89K ﹤0.01%
329
-26
2010
$7.88K ﹤0.01%
244
-26
2011
$7.88K ﹤0.01%
58
-308
2012
$7.87K ﹤0.01%
84
2013
$7.86K ﹤0.01%
144
2014
$7.84K ﹤0.01%
400
2015
$7.82K ﹤0.01%
+322
2016
$7.82K ﹤0.01%
229
-92
2017
$7.79K ﹤0.01%
635
2018
$7.78K ﹤0.01%
+258
2019
$7.77K ﹤0.01%
312
2020
$7.73K ﹤0.01%
618
2021
$7.65K ﹤0.01%
152
-661
2022
$7.65K ﹤0.01%
+5,000
2023
$7.63K ﹤0.01%
462
2024
$7.63K ﹤0.01%
218
+18
2025
$7.63K ﹤0.01%
300
79 80
81
82 83