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
276
$1.84M 0.07%
7,849
+408
277
$1.83M 0.07%
7,502
+813
278
$1.81M 0.07%
53,410
-4,584
279
$1.81M 0.07%
6,638
+113
280
$1.8M 0.07%
8,334
+401
281
$1.79M 0.07%
12,540
-2,214
282
$1.77M 0.07%
13,568
+1,706
283
$1.75M 0.07%
14,022
+7,521
284
$1.75M 0.07%
17,985
+2,199
285
$1.75M 0.07%
15,260
+254
286
$1.74M 0.07%
9,028
-2,241
287
$1.73M 0.07%
30,284
+372
288
$1.71M 0.07%
28,398
+720
289
$1.7M 0.07%
51,608
+4,740
290
$1.7M 0.07%
13,394
+872
291
$1.7M 0.07%
36,704
+8,615
292
$1.68M 0.07%
20,262
293
$1.68M 0.07%
8,615
+215
294
$1.67M 0.06%
12,708
+1,824
295
$1.66M 0.06%
16,777
+454
296
$1.65M 0.06%
5,708
+250
297
$1.65M 0.06%
23,265
+650
298
$1.64M 0.06%
16,081
-15,854
299
$1.63M 0.06%
18,999
+10,704
300
$1.62M 0.06%
88,552
+7,152
10 11
12
13 14