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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$22.6K ﹤0.01%
+167
2002
$22.6K ﹤0.01%
320
+201
2003
$22.6K ﹤0.01%
+1,200
2004
$22.6K ﹤0.01%
565
+225
2005
$22.5K ﹤0.01%
515
2006
$22.5K ﹤0.01%
126
2007
$22.4K ﹤0.01%
335
2008
$22.4K ﹤0.01%
+28
2009
$22.4K ﹤0.01%
707
+6
2010
$22.3K ﹤0.01%
880
2011
$22.2K ﹤0.01%
500
+407
2012
$22.2K ﹤0.01%
1,194
2013
$22.2K ﹤0.01%
1,929
2014
$22.1K ﹤0.01%
288
2015
$22.1K ﹤0.01%
2,050
+300
2016
$22K ﹤0.01%
134
+32
2017
$22K ﹤0.01%
1,557
2018
$22K ﹤0.01%
494
+80
2019
$21.9K ﹤0.01%
+2,300
2020
$21.9K ﹤0.01%
143
+92
2021
$21.8K ﹤0.01%
+73
2022
$21.8K ﹤0.01%
1,759
+1,550
2023
$21.8K ﹤0.01%
140
2024
$21.8K ﹤0.01%
+182
2025
$21.7K ﹤0.01%
500
79 80
81
82 83