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
2851
$4.6K ﹤0.01%
46
2852
$4.6K ﹤0.01%
+250
2853
$4.6K ﹤0.01%
+350
2854
$4.58K ﹤0.01%
78
2855
$4.56K ﹤0.01%
50
+14
2856
$4.54K ﹤0.01%
153
2857
$4.53K ﹤0.01%
129
-82
2858
$4.52K ﹤0.01%
61
+45
2859
$4.51K ﹤0.01%
165
2860
$4.51K ﹤0.01%
84
2861
$4.51K ﹤0.01%
911
-353
2862
$4.5K ﹤0.01%
127
2863
$4.49K ﹤0.01%
+220
2864
$4.48K ﹤0.01%
400
2865
$4.48K ﹤0.01%
1,571
-5,200
2866
$4.47K ﹤0.01%
621
2867
$4.47K ﹤0.01%
62
2868
$4.46K ﹤0.01%
112
-34
2869
$4.45K ﹤0.01%
85
+1
2870
$4.45K ﹤0.01%
100
2871
$4.44K ﹤0.01%
181
2872
$4.42K ﹤0.01%
179
-382
2873
$4.41K ﹤0.01%
86
+1
2874
$4.41K ﹤0.01%
188
2875
$4.41K ﹤0.01%
113
+22
113 114
115
116 117