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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$12.3M
3
+$9.32M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$8.71M
5
COIN icon
Coinbase
COIN
+$7.12M

Top Sells

1
+$21.7M
2
+$9.68M
3
+$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.33M 0.09%
25,737
+7,003
227
$2.33M 0.09%
28,078
+530
228
$2.33M 0.09%
6,146
+1,061
229
$2.32M 0.09%
35,700
+1,740
230
$2.31M 0.09%
34,634
+582
231
$2.3M 0.09%
27,518
+9,579
232
$2.3M 0.09%
34,944
+21,044
233
$2.29M 0.09%
45,112
-59,879
234
$2.29M 0.09%
30,328
-3,765
235
$2.28M 0.09%
86,478
+28,378
236
$2.28M 0.09%
21,415
+1,733
237
$2.27M 0.09%
41,760
+2,921
238
$2.25M 0.09%
27,052
-6,654
239
$2.22M 0.09%
22,324
+785
240
$2.22M 0.09%
15,532
+764
241
$2.21M 0.09%
27,269
+5,389
242
$2.2M 0.09%
16,984
-5,793
243
$2.19M 0.08%
10,525
-467
244
$2.19M 0.08%
11,660
+1,506
245
$2.18M 0.08%
22,020
+1,116
246
$2.18M 0.08%
43,387
247
$2.17M 0.08%
8,012
-2,255
248
$2.16M 0.08%
27,418
-1,123
249
$2.16M 0.08%
60,225
+24,968
250
$2.16M 0.08%
88,996
-284
8 9
10
11 12