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
2976
$3.36K ﹤0.01%
85
2977
$3.36K ﹤0.01%
240
2978
$3.36K ﹤0.01%
70
+42
2979
$3.34K ﹤0.01%
61
2980
$3.34K ﹤0.01%
95
2981
$3.33K ﹤0.01%
64
2982
$3.33K ﹤0.01%
100
2983
$3.33K ﹤0.01%
178
2984
$3.31K ﹤0.01%
1
2985
$3.3K ﹤0.01%
155
+64
2986
$3.3K ﹤0.01%
26
2987
$3.3K ﹤0.01%
1,031
2988
$3.3K ﹤0.01%
33
+20
2989
$3.29K ﹤0.01%
138
2990
$3.29K ﹤0.01%
93
2991
$3.29K ﹤0.01%
25
2992
$3.28K ﹤0.01%
85
2993
$3.27K ﹤0.01%
+400
2994
$3.27K ﹤0.01%
68
+35
2995
$3.26K ﹤0.01%
174
2996
$3.26K ﹤0.01%
113
+50
2997
$3.26K ﹤0.01%
35
2998
$3.24K ﹤0.01%
+151
2999
$3.23K ﹤0.01%
50
3000
$3.23K ﹤0.01%
152
118 119
120
121 122