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
2701
$6.56K ﹤0.01%
445
2702
$6.56K ﹤0.01%
100
2703
$6.56K ﹤0.01%
39
2704
$6.55K ﹤0.01%
1,071
2705
$6.55K ﹤0.01%
95
2706
$6.54K ﹤0.01%
102
2707
$6.53K ﹤0.01%
34
2708
$6.52K ﹤0.01%
183
2709
$6.51K ﹤0.01%
214
-944
2710
$6.51K ﹤0.01%
+75
2711
$6.5K ﹤0.01%
155
2712
$6.46K ﹤0.01%
164
2713
$6.44K ﹤0.01%
20
2714
$6.42K ﹤0.01%
150
2715
$6.42K ﹤0.01%
1,500
2716
$6.42K ﹤0.01%
39
2717
$6.34K ﹤0.01%
333
2718
$6.33K ﹤0.01%
250
2719
$6.29K ﹤0.01%
128
2720
$6.29K ﹤0.01%
376
+338
2721
$6.26K ﹤0.01%
53
-130
2722
$6.24K ﹤0.01%
72
-30
2723
$6.23K ﹤0.01%
150
2724
$6.22K ﹤0.01%
229
+59
2725
$6.16K ﹤0.01%
194
107 108
109
110 111