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
$1.41B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$4.82M
4
INMD icon
InMode
INMD
+$4.76M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.66M

Top Sells

1
+$8.79M
2
+$3.69M
3
+$2.51M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.03M

Sector Composition

1 Technology 10.26%
2 Healthcare 5.14%
3 Financials 4.98%
4 Consumer Discretionary 4.22%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9.76K ﹤0.01%
175
2002
$9.76K ﹤0.01%
+156
2003
$9.73K ﹤0.01%
20
-108
2004
$9.73K ﹤0.01%
1,775
2005
$9.71K ﹤0.01%
295
2006
$9.66K ﹤0.01%
288
2007
$9.64K ﹤0.01%
69
+3
2008
$9.64K ﹤0.01%
199
2009
$9.57K ﹤0.01%
786
2010
$9.54K ﹤0.01%
148
+90
2011
$9.53K ﹤0.01%
550
2012
$9.52K ﹤0.01%
105
2013
$9.5K ﹤0.01%
650
2014
$9.5K ﹤0.01%
374
+3
2015
$9.49K ﹤0.01%
208
-328
2016
$9.49K ﹤0.01%
400
2017
$9.48K ﹤0.01%
218
2018
$9.46K ﹤0.01%
607
2019
$9.45K ﹤0.01%
600
2020
$9.44K ﹤0.01%
1,536
-75
2021
$9.37K ﹤0.01%
99
2022
$9.3K ﹤0.01%
653
2023
$9.27K ﹤0.01%
850
2024
$9.25K ﹤0.01%
238
2025
$9.25K ﹤0.01%
314
79 80
81
82 83