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
2951
$3.64K ﹤0.01%
200
2952
$3.61K ﹤0.01%
30
+18
2953
$3.61K ﹤0.01%
110
2954
$3.59K ﹤0.01%
73
2955
$3.56K ﹤0.01%
100
2956
$3.54K ﹤0.01%
+200
2957
$3.54K ﹤0.01%
102
2958
$3.54K ﹤0.01%
191
2959
$3.53K ﹤0.01%
153
2960
$3.53K ﹤0.01%
95
2961
$3.5K ﹤0.01%
430
2962
$3.5K ﹤0.01%
63
2963
$3.49K ﹤0.01%
51
-38
2964
$3.48K ﹤0.01%
100
2965
$3.47K ﹤0.01%
43
+18
2966
$3.46K ﹤0.01%
+114
2967
$3.46K ﹤0.01%
79
2968
$3.44K ﹤0.01%
138
-264
2969
$3.44K ﹤0.01%
+275
2970
$3.43K ﹤0.01%
+440
2971
$3.41K ﹤0.01%
50
2972
$3.41K ﹤0.01%
129
2973
$3.4K ﹤0.01%
431
-3,228
2974
$3.4K ﹤0.01%
103
2975
$3.4K ﹤0.01%
47
117 118
119
120 121