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
2551
$9.33K ﹤0.01%
109
2552
$9.33K ﹤0.01%
300
2553
$9.3K ﹤0.01%
150
-150
2554
$9.3K ﹤0.01%
148
2555
$9.3K ﹤0.01%
200
2556
$9.29K ﹤0.01%
+277
2557
$9.28K ﹤0.01%
213
+8
2558
$9.27K ﹤0.01%
2,395
2559
$9.25K ﹤0.01%
362
-300
2560
$9.24K ﹤0.01%
120
+50
2561
$9.23K ﹤0.01%
+400
2562
$9.19K ﹤0.01%
258
2563
$9.19K ﹤0.01%
50
-1,405
2564
$9.15K ﹤0.01%
312
-120
2565
$9.15K ﹤0.01%
+335
2566
$9.13K ﹤0.01%
315
2567
$9.11K ﹤0.01%
300
2568
$9.1K ﹤0.01%
315
2569
$9.08K ﹤0.01%
175
+63
2570
$9.06K ﹤0.01%
99
2571
$9.05K ﹤0.01%
412
2572
$9.04K ﹤0.01%
146
2573
$8.99K ﹤0.01%
+98
2574
$8.98K ﹤0.01%
351
+214
2575
$8.97K ﹤0.01%
+135
101 102
103
104 105