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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.84M
3
+$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1
+$2.22M
2
+$1.49M
3
+$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$4.24K ﹤0.01%
500
2027
$4.22K ﹤0.01%
200
2028
$4.18K ﹤0.01%
250
-35
2029
$4.15K ﹤0.01%
89
2030
$4.15K ﹤0.01%
150
2031
$4.14K ﹤0.01%
189
-120
2032
$4.14K ﹤0.01%
114
-11
2033
$4.13K ﹤0.01%
69
2034
$4.12K ﹤0.01%
142
2035
$4.08K ﹤0.01%
77
+1
2036
$4.07K ﹤0.01%
150
2037
$4.07K ﹤0.01%
100
2038
$4.07K ﹤0.01%
148
2039
$4.04K ﹤0.01%
200
2040
$4.04K ﹤0.01%
2,000
-10
2041
$4.03K ﹤0.01%
+100
2042
$4.02K ﹤0.01%
313
2043
$4.02K ﹤0.01%
150
-500
2044
$4.02K ﹤0.01%
77
2045
$3.98K ﹤0.01%
+500
2046
$3.95K ﹤0.01%
250
2047
$3.91K ﹤0.01%
85
-17
2048
$3.91K ﹤0.01%
60
2049
$3.9K ﹤0.01%
85
2050
$3.89K ﹤0.01%
125
80 81
82
83 84