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
2501
$10.3K ﹤0.01%
22
2502
$10.2K ﹤0.01%
+400
2503
$10.2K ﹤0.01%
234
-2,121
2504
$10.2K ﹤0.01%
285
2505
$10.1K ﹤0.01%
+700
2506
$10.1K ﹤0.01%
200
2507
$10.1K ﹤0.01%
1,137
2508
$10.1K ﹤0.01%
120
-60
2509
$10.1K ﹤0.01%
142
2510
$10.1K ﹤0.01%
916
2511
$10.1K ﹤0.01%
303
-251
2512
$10.1K ﹤0.01%
391
-12
2513
$10K ﹤0.01%
485
-176
2514
$9.99K ﹤0.01%
592
+92
2515
$9.97K ﹤0.01%
+250
2516
$9.96K ﹤0.01%
350
2517
$9.96K ﹤0.01%
+200
2518
$9.95K ﹤0.01%
2
2519
$9.92K ﹤0.01%
147
+30
2520
$9.91K ﹤0.01%
223
2521
$9.91K ﹤0.01%
85
-174
2522
$9.88K ﹤0.01%
340
+99
2523
$9.87K ﹤0.01%
267
2524
$9.82K ﹤0.01%
168
+158
2525
$9.73K ﹤0.01%
322
+16
99 100
101
102 103