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
2726
$6.15K ﹤0.01%
105
+83
2727
$6.15K ﹤0.01%
537
2728
$6.14K ﹤0.01%
855
2729
$6.13K ﹤0.01%
43
2730
$6.12K ﹤0.01%
143
2731
$6.11K ﹤0.01%
569
2732
$6.1K ﹤0.01%
26
2733
$6.08K ﹤0.01%
200
2734
$6.05K ﹤0.01%
33
2735
$6.03K ﹤0.01%
170
+10
2736
$6.02K ﹤0.01%
3,280
+338
2737
$6K ﹤0.01%
172
+48
2738
$5.99K ﹤0.01%
300
+125
2739
$5.98K ﹤0.01%
+154
2740
$5.98K ﹤0.01%
329
-21
2741
$5.96K ﹤0.01%
126
+76
2742
$5.91K ﹤0.01%
125
2743
$5.91K ﹤0.01%
90
-8
2744
$5.9K ﹤0.01%
+162
2745
$5.9K ﹤0.01%
188
2746
$5.88K ﹤0.01%
61
2747
$5.88K ﹤0.01%
506
2748
$5.84K ﹤0.01%
248
+38
2749
$5.82K ﹤0.01%
77
2750
$5.81K ﹤0.01%
50
-8
108 109
110
111 112