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
2776
$5.41K ﹤0.01%
60
2777
$5.4K ﹤0.01%
550
2778
$5.39K ﹤0.01%
450
2779
$5.38K ﹤0.01%
50
2780
$5.37K ﹤0.01%
+300
2781
$5.37K ﹤0.01%
100
-22
2782
$5.36K ﹤0.01%
325
-300
2783
$5.33K ﹤0.01%
100
2784
$5.29K ﹤0.01%
57
2785
$5.29K ﹤0.01%
65
2786
$5.26K ﹤0.01%
69
2787
$5.26K ﹤0.01%
39
-10
2788
$5.25K ﹤0.01%
500
2789
$5.24K ﹤0.01%
500
-1,001
2790
$5.21K ﹤0.01%
520
2791
$5.2K ﹤0.01%
500
2792
$5.18K ﹤0.01%
109
2793
$5.17K ﹤0.01%
2
+1
2794
$5.16K ﹤0.01%
29
2795
$5.14K ﹤0.01%
550
+150
2796
$5.13K ﹤0.01%
170
2797
$5.13K ﹤0.01%
+70
2798
$5.12K ﹤0.01%
500
2799
$5.11K ﹤0.01%
1,310
2800
$5.09K ﹤0.01%
100
110 111
112
113 114