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
2626
$7.85K ﹤0.01%
+350
2627
$7.82K ﹤0.01%
+40
2628
$7.75K ﹤0.01%
100
2629
$7.71K ﹤0.01%
12
2630
$7.71K ﹤0.01%
+500
2631
$7.7K ﹤0.01%
225
-100
2632
$7.67K ﹤0.01%
505
2633
$7.67K ﹤0.01%
603
2634
$7.65K ﹤0.01%
750
2635
$7.64K ﹤0.01%
242
2636
$7.61K ﹤0.01%
52
-29
2637
$7.59K ﹤0.01%
55
+25
2638
$7.58K ﹤0.01%
146
2639
$7.56K ﹤0.01%
166
2640
$7.55K ﹤0.01%
1,000
2641
$7.55K ﹤0.01%
30
2642
$7.54K ﹤0.01%
741
+344
2643
$7.53K ﹤0.01%
109
2644
$7.53K ﹤0.01%
217
-200
2645
$7.48K ﹤0.01%
543
+6
2646
$7.47K ﹤0.01%
83
2647
$7.44K ﹤0.01%
1,036
+10
2648
$7.43K ﹤0.01%
281
+23
2649
$7.39K ﹤0.01%
750
2650
$7.38K ﹤0.01%
235
104 105
106
107 108