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
$1.73B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

Top Sells

1
+$7.07M
2
+$6.56M
3
+$5.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.61M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.69M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.81%
3 Healthcare 4.78%
4 Communication Services 3.88%
5 Financials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9.53K ﹤0.01%
387
+3
2002
$9.52K ﹤0.01%
814
2003
$9.51K ﹤0.01%
1,000
2004
$9.5K ﹤0.01%
497
2005
$9.49K ﹤0.01%
607
2006
$9.38K ﹤0.01%
267
2007
$9.3K ﹤0.01%
342
2008
$9.29K ﹤0.01%
613
2009
$9.29K ﹤0.01%
692
2010
$9.29K ﹤0.01%
+500
2011
$9.28K ﹤0.01%
97
-191
2012
$9.27K ﹤0.01%
64
2013
$9.21K ﹤0.01%
203
2014
$9.21K ﹤0.01%
75
2015
$9.21K ﹤0.01%
160
2016
$9.18K ﹤0.01%
41
+12
2017
$9.14K ﹤0.01%
118
+41
2018
$9.12K ﹤0.01%
293
+12
2019
$9.1K ﹤0.01%
304
-8,049
2020
$9.07K ﹤0.01%
300
2021
$9.07K ﹤0.01%
572
2022
$9.05K ﹤0.01%
1,590
2023
$9K ﹤0.01%
1,500
2024
$8.98K ﹤0.01%
200
2025
$8.96K ﹤0.01%
1,080
79 80
81
82 83