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
2826
$4.8K ﹤0.01%
100
2827
$4.78K ﹤0.01%
+175
2828
$4.78K ﹤0.01%
60
+1
2829
$4.75K ﹤0.01%
53
2830
$4.75K ﹤0.01%
12
2831
$4.75K ﹤0.01%
121
+82
2832
$4.75K ﹤0.01%
98
2833
$4.74K ﹤0.01%
123
2834
$4.71K ﹤0.01%
205
2835
$4.71K ﹤0.01%
169
2836
$4.69K ﹤0.01%
40
2837
$4.69K ﹤0.01%
50
2838
$4.68K ﹤0.01%
100
2839
$4.67K ﹤0.01%
110
-67
2840
$4.67K ﹤0.01%
+124
2841
$4.67K ﹤0.01%
162
+120
2842
$4.67K ﹤0.01%
70
2843
$4.65K ﹤0.01%
+50
2844
$4.65K ﹤0.01%
155
2845
$4.64K ﹤0.01%
+528
2846
$4.64K ﹤0.01%
175
2847
$4.62K ﹤0.01%
38
2848
$4.62K ﹤0.01%
+133
2849
$4.61K ﹤0.01%
17
+3
2850
$4.61K ﹤0.01%
61
112 113
114
115 116