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
3001
$3.2K ﹤0.01%
33
-206
3002
$3.17K ﹤0.01%
68
3003
$3.15K ﹤0.01%
63
-72
3004
$3.15K ﹤0.01%
83
+35
3005
$3.14K ﹤0.01%
178
3006
$3.13K ﹤0.01%
67
3007
$3.11K ﹤0.01%
84
3008
$3.1K ﹤0.01%
+170
3009
$3.1K ﹤0.01%
546
+220
3010
$3.08K ﹤0.01%
18
3011
$3.08K ﹤0.01%
186
+25
3012
$3.08K ﹤0.01%
137
3013
$3.07K ﹤0.01%
225
3014
$3.06K ﹤0.01%
155
3015
$3.06K ﹤0.01%
100
3016
$3.04K ﹤0.01%
63
-4,543
3017
$3.03K ﹤0.01%
83
-700
3018
$3.03K ﹤0.01%
139
3019
$3.02K ﹤0.01%
+286
3020
$3.02K ﹤0.01%
629
3021
$3.02K ﹤0.01%
321
-84
3022
$3.01K ﹤0.01%
45
-24
3023
$2.99K ﹤0.01%
1,004
3024
$2.97K ﹤0.01%
19
3025
$2.94K ﹤0.01%
20
119 120
121
122 123