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
$1.22B
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,954
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.39M
3
+$3.86M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.41M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.05M

Top Sells

1
+$10.8M
2
+$5.5M
3
+$4.64M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$4.6M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$4.18M

Sector Composition

1 Technology 9.22%
2 Financials 4.79%
3 Healthcare 4.33%
4 Consumer Discretionary 4.14%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7.59K ﹤0.01%
229
2027
$7.58K ﹤0.01%
1,649
2028
$7.56K ﹤0.01%
200
2029
$7.52K ﹤0.01%
186
-485
2030
$7.5K ﹤0.01%
99
2031
$7.48K ﹤0.01%
649
+109
2032
$7.46K ﹤0.01%
150
2033
$7.45K ﹤0.01%
1,955
-78
2034
$7.42K ﹤0.01%
120
-120
2035
$7.39K ﹤0.01%
91
2036
$7.38K ﹤0.01%
815
2037
$7.38K ﹤0.01%
156
+98
2038
$7.37K ﹤0.01%
271
2039
$7.36K ﹤0.01%
800
2040
$7.36K ﹤0.01%
+147
2041
$7.34K ﹤0.01%
575
2042
$7.34K ﹤0.01%
+156
2043
$7.33K ﹤0.01%
417
-262
2044
$7.26K ﹤0.01%
189
2045
$7.26K ﹤0.01%
+600
2046
$7.25K ﹤0.01%
+145
2047
$7.22K ﹤0.01%
257
2048
$7.22K ﹤0.01%
420
+219
2049
$7.21K ﹤0.01%
138
2050
$7.21K ﹤0.01%
+225
80 81
82
83 84