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
$1.06B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,701
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.8M
3
+$3.99M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.86M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$1.1M
4
PSAU
Invesco Global Gold and Precious Metals ETF
PSAU
+$948K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$760K

Sector Composition

1 Technology 9.38%
2 Financials 4.88%
3 Healthcare 4.77%
4 Communication Services 3.93%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5.87K ﹤0.01%
50
2027
$5.85K ﹤0.01%
+240
2028
$5.84K ﹤0.01%
+250
2029
$5.82K ﹤0.01%
271
2030
$5.81K ﹤0.01%
+67
2031
$5.81K ﹤0.01%
165
2032
$5.79K ﹤0.01%
+56
2033
$5.75K ﹤0.01%
260
2034
$5.74K ﹤0.01%
2,000
2035
$5.74K ﹤0.01%
125
2036
$5.71K ﹤0.01%
317
-414
2037
$5.7K ﹤0.01%
200
2038
$5.69K ﹤0.01%
50
-425
2039
$5.69K ﹤0.01%
160
2040
$5.68K ﹤0.01%
280
2041
$5.67K ﹤0.01%
1,649
2042
$5.66K ﹤0.01%
341
2043
$5.65K ﹤0.01%
89
2044
$5.65K ﹤0.01%
300
2045
$5.64K ﹤0.01%
15
-15
2046
$5.63K ﹤0.01%
137
+24
2047
$5.6K ﹤0.01%
236
2048
$5.6K ﹤0.01%
502
2049
$5.58K ﹤0.01%
170
-80
2050
$5.56K ﹤0.01%
268
+118
80 81
82
83 84