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
2876
$4.4K ﹤0.01%
150
2877
$4.39K ﹤0.01%
29
-19
2878
$4.39K ﹤0.01%
155
2879
$4.38K ﹤0.01%
67
2880
$4.38K ﹤0.01%
25
2881
$4.36K ﹤0.01%
48
2882
– –
0
2883
$4.33K ﹤0.01%
19
-89
2884
$4.33K ﹤0.01%
55
+17
2885
$4.32K ﹤0.01%
150
2886
$4.31K ﹤0.01%
+75
2887
$4.31K ﹤0.01%
100
2888
$4.26K ﹤0.01%
99
-200
2889
$4.25K ﹤0.01%
24
2890
$4.25K ﹤0.01%
59
+16
2891
$4.24K ﹤0.01%
152
+51
2892
$4.24K ﹤0.01%
+186
2893
$4.22K ﹤0.01%
+55
2894
$4.18K ﹤0.01%
6
-5
2895
$4.16K ﹤0.01%
193
+1
2896
$4.15K ﹤0.01%
229
+41
2897
$4.13K ﹤0.01%
100
2898
$4.13K ﹤0.01%
1,627
+1,500
2899
$4.12K ﹤0.01%
269
+237
2900
$4.12K ﹤0.01%
140
114 115
116
117 118