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
2476
$11K ﹤0.01%
788
+257
2477
$10.9K ﹤0.01%
1,150
2478
$10.9K ﹤0.01%
800
2479
$10.9K ﹤0.01%
1,573
-36
2480
$10.8K ﹤0.01%
283
+100
2481
$10.8K ﹤0.01%
600
+100
2482
$10.8K ﹤0.01%
855
+100
2483
$10.8K ﹤0.01%
1,025
+1,000
2484
$10.8K ﹤0.01%
1,150
2485
$10.7K ﹤0.01%
200
+120
2486
$10.6K ﹤0.01%
271
2487
$10.6K ﹤0.01%
150
2488
$10.6K ﹤0.01%
1,250
2489
$10.5K ﹤0.01%
480
+6
2490
$10.5K ﹤0.01%
2,280
2491
$10.4K ﹤0.01%
400
2492
$10.3K ﹤0.01%
9
2493
$10.3K ﹤0.01%
205
+50
2494
$10.3K ﹤0.01%
+67
2495
$10.3K ﹤0.01%
286
2496
$10.3K ﹤0.01%
148
2497
$10.3K ﹤0.01%
27
+3
2498
$10.3K ﹤0.01%
355
2499
$10.3K ﹤0.01%
189
2500
$10.3K ﹤0.01%
765
98 99
100
101 102