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
251
$2.13M 0.08%
28,744
+1,641
252
$2.11M 0.08%
87,066
+4,358
253
$2.1M 0.08%
4,290
+341
254
$2.1M 0.08%
12,847
+414
255
$2.06M 0.08%
29,774
+18,638
256
$2.04M 0.08%
79,356
+41,776
257
$2.04M 0.08%
2,542
+360
258
$2.03M 0.08%
91,742
+33,181
259
$2.03M 0.08%
35,990
-200
260
$2.01M 0.08%
62,874
-1,068
261
$1.99M 0.08%
17,571
+971
262
$1.99M 0.08%
36,748
+1,226
263
$1.99M 0.08%
18,432
+10,712
264
$1.98M 0.08%
19,619
+274
265
$1.97M 0.08%
38,119
+4,842
266
$1.96M 0.08%
35,213
-6,973
267
$1.95M 0.08%
17,729
+506
268
$1.94M 0.08%
10,120
+59
269
$1.94M 0.08%
20,690
+136
270
$1.93M 0.08%
15,818
+22
271
$1.9M 0.07%
11,773
+761
272
$1.87M 0.07%
7,715
-33
273
$1.87M 0.07%
39,865
+4,740
274
$1.85M 0.07%
85,656
-7,167
275
$1.85M 0.07%
15,856
+505
9 10
11
12 13