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
2601
$8.35K ﹤0.01%
200
2602
$8.32K ﹤0.01%
1,350
2603
$8.31K ﹤0.01%
+300
2604
$8.31K ﹤0.01%
148
2605
$8.26K ﹤0.01%
262
2606
$8.25K ﹤0.01%
375
+300
2607
$8.21K ﹤0.01%
+300
2608
$8.21K ﹤0.01%
569
2609
$8.17K ﹤0.01%
471
+16
2610
$8.17K ﹤0.01%
635
2611
$8.12K ﹤0.01%
91
2612
$8.09K ﹤0.01%
350
2613
$8.07K ﹤0.01%
105
2614
$8.07K ﹤0.01%
17
+2
2615
$8.04K ﹤0.01%
200
2616
$8.03K ﹤0.01%
2,500
-2,000
2617
$8.02K ﹤0.01%
200
2618
$8.01K ﹤0.01%
196
2619
$8K ﹤0.01%
699
2620
$8K ﹤0.01%
350
2621
$7.99K ﹤0.01%
118
+77
2622
$7.94K ﹤0.01%
150
2623
$7.94K ﹤0.01%
107
-35
2624
$7.93K ﹤0.01%
260
2625
$7.88K ﹤0.01%
550
103 104
105
106 107