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
2751
$5.75K ﹤0.01%
94
2752
$5.73K ﹤0.01%
172
+23
2753
$5.72K ﹤0.01%
317
2754
$5.7K ﹤0.01%
+60
2755
$5.66K ﹤0.01%
194
2756
$5.65K ﹤0.01%
791
2757
$5.62K ﹤0.01%
138
+1
2758
$5.61K ﹤0.01%
120
2759
$5.6K ﹤0.01%
290
-2,000
2760
$5.59K ﹤0.01%
154
2761
$5.58K ﹤0.01%
166
+51
2762
$5.58K ﹤0.01%
66
2763
$5.58K ﹤0.01%
75
-29
2764
$5.57K ﹤0.01%
1,333
2765
$5.56K ﹤0.01%
+100
2766
$5.5K ﹤0.01%
129
2767
$5.5K ﹤0.01%
177
+131
2768
$5.5K ﹤0.01%
200
2769
$5.49K ﹤0.01%
400
2770
$5.49K ﹤0.01%
236
2771
$5.47K ﹤0.01%
75
2772
$5.45K ﹤0.01%
69
2773
$5.44K ﹤0.01%
267
-50
2774
$5.42K ﹤0.01%
155
+15
2775
$5.42K ﹤0.01%
461
109 110
111
112 113