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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$21.7K ﹤0.01%
+1,000
2027
$21.7K ﹤0.01%
700
-50
2028
$21.7K ﹤0.01%
587
+143
2029
$21.6K ﹤0.01%
145
+122
2030
$21.6K ﹤0.01%
1,269
2031
$21.6K ﹤0.01%
4,982
2032
$21.6K ﹤0.01%
663
+163
2033
$21.6K ﹤0.01%
1,300
2034
$21.6K ﹤0.01%
500
2035
$21.6K ﹤0.01%
591
-114
2036
$21.5K ﹤0.01%
1,225
+700
2037
$21.4K ﹤0.01%
641
+80
2038
$21.4K ﹤0.01%
1,068
2039
$21.4K ﹤0.01%
+90
2040
$21.4K ﹤0.01%
1,810
2041
$21.3K ﹤0.01%
789
+149
2042
$21.2K ﹤0.01%
176
+8
2043
$21.2K ﹤0.01%
168
+43
2044
$21.1K ﹤0.01%
194
+71
2045
$21.1K ﹤0.01%
1,100
+100
2046
$21.1K ﹤0.01%
612
+104
2047
$21K ﹤0.01%
671
-43
2048
$21K ﹤0.01%
159
+63
2049
$20.9K ﹤0.01%
378
+90
2050
$20.8K ﹤0.01%
+210
80 81
82
83 84