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
$1.41B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$4.82M
4
INMD icon
InMode
INMD
+$4.76M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.66M

Top Sells

1
+$8.79M
2
+$3.69M
3
+$2.51M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.03M

Sector Composition

1 Technology 10.26%
2 Healthcare 5.14%
3 Financials 4.98%
4 Consumer Discretionary 4.22%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$9.23K ﹤0.01%
154
+117
2027
$9.23K ﹤0.01%
147
-9
2028
$9.22K ﹤0.01%
21
-191
2029
$9.22K ﹤0.01%
58
2030
$9.2K ﹤0.01%
150
2031
$9.18K ﹤0.01%
163
+72
2032
$9.14K ﹤0.01%
550
2033
$9.13K ﹤0.01%
317
-70
2034
$9.12K ﹤0.01%
267
2035
$9.11K ﹤0.01%
223
2036
$9.06K ﹤0.01%
+409
2037
$9.04K ﹤0.01%
100
2038
$8.96K ﹤0.01%
1,000
2039
$8.94K ﹤0.01%
20
2040
$8.92K ﹤0.01%
8
2041
$8.9K ﹤0.01%
+600
2042
$8.88K ﹤0.01%
1,035
2043
$8.87K ﹤0.01%
262
-638
2044
$8.78K ﹤0.01%
561
-205
2045
$8.77K ﹤0.01%
647
+58
2046
$8.73K ﹤0.01%
+160
2047
$8.7K ﹤0.01%
192
-5,259
2048
$8.7K ﹤0.01%
6
2049
$8.7K ﹤0.01%
729
-172
2050
$8.68K ﹤0.01%
357
+35
80 81
82
83 84