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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2.8K ﹤0.01%
+1
2027
$2.78K ﹤0.01%
130
2028
$2.78K ﹤0.01%
11
+4
2029
$2.75K ﹤0.01%
55
2030
$2.74K ﹤0.01%
1,000
2031
$2.74K ﹤0.01%
43
+10
2032
$2.72K ﹤0.01%
647
-124
2033
$2.68K ﹤0.01%
100
2034
$2.67K ﹤0.01%
431
-600
2035
$2.67K ﹤0.01%
75
2036
$2.67K ﹤0.01%
53
+38
2037
$2.64K ﹤0.01%
56
2038
$2.64K ﹤0.01%
+125
2039
$2.62K ﹤0.01%
2,000
-2,000
2040
$2.58K ﹤0.01%
100
2041
$2.58K ﹤0.01%
50
2042
$2.57K ﹤0.01%
170
-67,950
2043
$2.57K ﹤0.01%
+100
2044
$2.57K ﹤0.01%
+45
2045
$2.56K ﹤0.01%
100
2046
$2.55K ﹤0.01%
75
2047
$2.54K ﹤0.01%
100
2048
$2.52K ﹤0.01%
236
+5
2049
$2.5K ﹤0.01%
50
2050
$2.5K ﹤0.01%
110
80 81
82
83 84