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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$6.78M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.52M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.61M

Top Sells

1
+$7.39M
2
+$4.58M
3
+$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7.96K ﹤0.01%
235
+6
2027
$7.94K ﹤0.01%
1,454
-2,650
2028
$7.93K ﹤0.01%
125
2029
$7.93K ﹤0.01%
96
2030
$7.92K ﹤0.01%
4,328
2031
$7.92K ﹤0.01%
302
-407
2032
$7.9K ﹤0.01%
70
2033
$7.87K ﹤0.01%
352
-752
2034
$7.87K ﹤0.01%
814
+450
2035
$7.84K ﹤0.01%
494
-88
2036
$7.81K ﹤0.01%
+153
2037
$7.8K ﹤0.01%
186
-813
2038
$7.78K ﹤0.01%
6
2039
$7.74K ﹤0.01%
455
+35
2040
$7.72K ﹤0.01%
261
-1,700
2041
$7.71K ﹤0.01%
850
2042
$7.68K ﹤0.01%
77
-195
2043
$7.63K ﹤0.01%
+300
2044
$7.59K ﹤0.01%
1,000
-300
2045
$7.58K ﹤0.01%
754
2046
$7.55K ﹤0.01%
351
2047
$7.5K ﹤0.01%
200
2048
$7.5K ﹤0.01%
79
+12
2049
$7.49K ﹤0.01%
148
2050
$7.46K ﹤0.01%
331
+73
80 81
82
83 84