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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.28K ﹤0.01%
+36
2027
$2.27K ﹤0.01%
+20
2028
$2.25K ﹤0.01%
+332
2029
$2.24K ﹤0.01%
+38
2030
$2.23K ﹤0.01%
+200
2031
$2.22K ﹤0.01%
+166
2032
$2.22K ﹤0.01%
+25
2033
$2.22K ﹤0.01%
+76
2034
$2.21K ﹤0.01%
+225
2035
$2.21K ﹤0.01%
+267
2036
$2.19K ﹤0.01%
+75
2037
$2.17K ﹤0.01%
+120
2038
$2.17K ﹤0.01%
+33
2039
$2.16K ﹤0.01%
+50
2040
$2.13K ﹤0.01%
+49
2041
$2.1K ﹤0.01%
+125
2042
$2.09K ﹤0.01%
+79
2043
$2.09K ﹤0.01%
+636
2044
$2.07K ﹤0.01%
+22
2045
$2.05K ﹤0.01%
+28
2046
$2.04K ﹤0.01%
+98
2047
$2.04K ﹤0.01%
+66
2048
$2.04K ﹤0.01%
+100
2049
$2.02K ﹤0.01%
+230
2050
$2.01K ﹤0.01%
+385
80 81
82
83 84