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
$1.95B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,156
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.05M
3
+$4.08M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$3.69M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.48M

Top Sells

1
+$9.47M
2
+$6.19M
3
+$5.95M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.7M
5
APPS icon
Digital Turbine
APPS
+$4.65M

Sector Composition

1 Technology 13.52%
2 Consumer Discretionary 6.69%
3 Healthcare 4.65%
4 Communication Services 4.1%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$11.9K ﹤0.01%
786
2027
$11.8K ﹤0.01%
53
-9
2028
$11.8K ﹤0.01%
195
2029
$11.7K ﹤0.01%
+466
2030
$11.7K ﹤0.01%
449
2031
$11.7K ﹤0.01%
400
2032
$11.7K ﹤0.01%
132
2033
$11.7K ﹤0.01%
350
-150
2034
$11.6K ﹤0.01%
490
2035
$11.6K ﹤0.01%
444
-745
2036
$11.6K ﹤0.01%
135
+36
2037
$11.6K ﹤0.01%
475
-425
2038
$11.6K ﹤0.01%
136
2039
$11.6K ﹤0.01%
273
2040
$11.5K ﹤0.01%
1,417
-700
2041
$11.5K ﹤0.01%
110
2042
$11.5K ﹤0.01%
661
-382
2043
$11.5K ﹤0.01%
86
-11
2044
$11.5K ﹤0.01%
692
2045
$11.4K ﹤0.01%
338
-201
2046
$11.4K ﹤0.01%
340
2047
$11.3K ﹤0.01%
96
-4
2048
$11.3K ﹤0.01%
278
-15
2049
$11.3K ﹤0.01%
143
-2
2050
$11.3K ﹤0.01%
135
-19
80 81
82
83 84