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
$1.95B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,156
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.05M
3
+$4.08M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$3.69M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.48M

Top Sells

1
+$9.47M
2
+$6.19M
3
+$5.95M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.7M
5
APPS icon
Digital Turbine
APPS
+$4.65M

Sector Composition

1 Technology 13.52%
2 Consumer Discretionary 6.69%
3 Healthcare 4.65%
4 Communication Services 4.1%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$12.7K ﹤0.01%
91
+4
2002
$12.6K ﹤0.01%
103
2003
$12.6K ﹤0.01%
1,800
2004
$12.6K ﹤0.01%
91
-126
2005
$12.5K ﹤0.01%
270
2006
$12.5K ﹤0.01%
500
-150
2007
$12.5K ﹤0.01%
33
+10
2008
$12.5K ﹤0.01%
+243
2009
$12.5K ﹤0.01%
156
2010
$12.4K ﹤0.01%
1,706
2011
$12.4K ﹤0.01%
132
+83
2012
$12.4K ﹤0.01%
200
2013
$12.3K ﹤0.01%
1,276
-926
2014
$12.3K ﹤0.01%
150
2015
$12.3K ﹤0.01%
79
+64
2016
$12.2K ﹤0.01%
+900
2017
$12.2K ﹤0.01%
3
2018
$12.2K ﹤0.01%
497
2019
$12.2K ﹤0.01%
68
-28
2020
$12.2K ﹤0.01%
233
2021
$12.1K ﹤0.01%
200
2022
$12.1K ﹤0.01%
485
2023
$12K ﹤0.01%
391
+4
2024
$12K ﹤0.01%
1,500
2025
$11.9K ﹤0.01%
475
-100
79 80
81
82 83