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
2526
$9.71K ﹤0.01%
160
2527
$9.71K ﹤0.01%
253
-11,879
2528
$9.7K ﹤0.01%
200
2529
$9.7K ﹤0.01%
1,012
+61
2530
$9.69K ﹤0.01%
535
+115
2531
$9.69K ﹤0.01%
75
2532
$9.65K ﹤0.01%
296
2533
$9.65K ﹤0.01%
+1,000
2534
$9.65K ﹤0.01%
177
2535
$9.58K ﹤0.01%
90
2536
$9.58K ﹤0.01%
175
2537
$9.54K ﹤0.01%
125
2538
$9.53K ﹤0.01%
4,772
+2,179
2539
$9.52K ﹤0.01%
+73
2540
$9.49K ﹤0.01%
351
2541
$9.47K ﹤0.01%
1,550
2542
$9.47K ﹤0.01%
200
2543
$9.45K ﹤0.01%
900
+300
2544
$9.45K ﹤0.01%
600
2545
$9.44K ﹤0.01%
430
2546
$9.42K ﹤0.01%
100
2547
$9.41K ﹤0.01%
613
+192
2548
$9.41K ﹤0.01%
299
2549
$9.38K ﹤0.01%
102
2550
$9.37K ﹤0.01%
200
100 101
102
103 104