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
2676
$6.89K ﹤0.01%
+83
2677
$6.87K ﹤0.01%
400
2678
$6.86K ﹤0.01%
545
2679
$6.84K ﹤0.01%
175
+100
2680
$6.82K ﹤0.01%
70
2681
$6.81K ﹤0.01%
+30
2682
$6.8K ﹤0.01%
243
+56
2683
$6.8K ﹤0.01%
89
2684
$6.79K ﹤0.01%
300
2685
$6.79K ﹤0.01%
150
2686
$6.75K ﹤0.01%
78
2687
$6.74K ﹤0.01%
750
2688
$6.74K ﹤0.01%
260
2689
$6.74K ﹤0.01%
1,000
2690
$6.7K ﹤0.01%
117
2691
$6.68K ﹤0.01%
+14
2692
$6.67K ﹤0.01%
70
+4
2693
$6.66K ﹤0.01%
67
-2,048
2694
$6.66K ﹤0.01%
600
2695
$6.65K ﹤0.01%
280
2696
$6.65K ﹤0.01%
1,260
2697
$6.64K ﹤0.01%
99
+6
2698
$6.63K ﹤0.01%
171
+71
2699
$6.62K ﹤0.01%
54
-54
2700
$6.61K ﹤0.01%
273
106 107
108
109 110