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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$6.78M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.52M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.61M

Top Sells

1
+$7.39M
2
+$4.58M
3
+$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$8.23K ﹤0.01%
74
-820
2002
$8.22K ﹤0.01%
400
2003
$8.21K ﹤0.01%
88
-1,086
2004
$8.19K ﹤0.01%
267
2005
$8.17K ﹤0.01%
613
+130
2006
$8.16K ﹤0.01%
222
-72
2007
$8.16K ﹤0.01%
117
2008
$8.16K ﹤0.01%
105
2009
$8.15K ﹤0.01%
142
2010
$8.15K ﹤0.01%
491
-200
2011
$8.12K ﹤0.01%
200
2012
$8.11K ﹤0.01%
665
+15
2013
$8.1K ﹤0.01%
497
2014
$8.1K ﹤0.01%
43
-30
2015
$8.09K ﹤0.01%
25
2016
$8.07K ﹤0.01%
108
+10
2017
$8.07K ﹤0.01%
121
2018
$8.05K ﹤0.01%
558
2019
$8.04K ﹤0.01%
+200
2020
$8.04K ﹤0.01%
400
2021
$8.04K ﹤0.01%
429
-739
2022
$8.03K ﹤0.01%
476
+22
2023
$8.01K ﹤0.01%
20
2024
$7.98K ﹤0.01%
338
2025
$7.96K ﹤0.01%
600
79 80
81
82 83