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
3051
$2.71K ﹤0.01%
23
3052
$2.71K ﹤0.01%
70
3053
– –
0
3054
$2.7K ﹤0.01%
51
3055
$2.69K ﹤0.01%
63
+32
3056
$2.68K ﹤0.01%
32
-52
3057
$2.67K ﹤0.01%
+75
3058
$2.66K ﹤0.01%
144
3059
$2.64K ﹤0.01%
87
+47
3060
$2.64K ﹤0.01%
29
+12
3061
$2.63K ﹤0.01%
258
3062
$2.62K ﹤0.01%
38
3063
$2.62K ﹤0.01%
15
3064
$2.61K ﹤0.01%
38
3065
$2.61K ﹤0.01%
68
3066
$2.61K ﹤0.01%
125
3067
$2.6K ﹤0.01%
49
3068
$2.6K ﹤0.01%
29
3069
– –
0
3070
$2.59K ﹤0.01%
100
3071
$2.54K ﹤0.01%
405
3072
$2.54K ﹤0.01%
35
-100
3073
$2.53K ﹤0.01%
336
-23
3074
$2.53K ﹤0.01%
150
3075
$2.53K ﹤0.01%
354
121 122
123
124 125