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
2651
$7.37K ﹤0.01%
73
2652
$7.36K ﹤0.01%
141
-33
2653
$7.35K ﹤0.01%
+80
2654
$7.32K ﹤0.01%
180
2655
$7.31K ﹤0.01%
214
2656
$7.31K ﹤0.01%
305
2657
$7.24K ﹤0.01%
411
+79
2658
$7.19K ﹤0.01%
211
-2,919
2659
$7.17K ﹤0.01%
143
2660
$7.16K ﹤0.01%
274
2661
$7.16K ﹤0.01%
100
2662
$7.13K ﹤0.01%
53
-20
2663
$7.12K ﹤0.01%
850
2664
$7.12K ﹤0.01%
105
2665
$7.11K ﹤0.01%
155
-120
2666
$7.07K ﹤0.01%
750
-600
2667
$7.01K ﹤0.01%
200
2668
$7K ﹤0.01%
150
2669
$6.99K ﹤0.01%
+91
2670
$6.98K ﹤0.01%
463
2671
$6.96K ﹤0.01%
2
2672
$6.92K ﹤0.01%
2,000
2673
$6.92K ﹤0.01%
904
-104
2674
$6.92K ﹤0.01%
168
2675
$6.91K ﹤0.01%
934
105 106
107
108 109