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
2901
$4.12K ﹤0.01%
307
+4
2902
$4.09K ﹤0.01%
249
2903
$4.09K ﹤0.01%
94
+41
2904
$4.08K ﹤0.01%
+150
2905
$4.06K ﹤0.01%
50
2906
$4.05K ﹤0.01%
250
2907
$4.05K ﹤0.01%
23
-20
2908
$4.05K ﹤0.01%
74
2909
$4.04K ﹤0.01%
263
2910
$4.02K ﹤0.01%
80
2911
$4.01K ﹤0.01%
125
2912
$4.01K ﹤0.01%
555
-200
2913
$4.01K ﹤0.01%
100
2914
$4K ﹤0.01%
71
+42
2915
$4K ﹤0.01%
500
2916
$4K ﹤0.01%
200
2917
– –
0
2918
$3.98K ﹤0.01%
313
2919
$3.96K ﹤0.01%
260
2920
$3.92K ﹤0.01%
50
2921
$3.92K ﹤0.01%
203
2922
$3.92K ﹤0.01%
+77
2923
$3.91K ﹤0.01%
+50
2924
$3.89K ﹤0.01%
650
-300
2925
$3.88K ﹤0.01%
98
115 116
117
118 119