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
3076
$2.52K ﹤0.01%
160
3077
$2.51K ﹤0.01%
110
3078
$2.51K ﹤0.01%
27
-22
3079
$2.5K ﹤0.01%
+100
3080
$2.5K ﹤0.01%
75
-4
3081
$2.5K ﹤0.01%
280
3082
$2.49K ﹤0.01%
15
3083
$2.48K ﹤0.01%
45
3084
$2.48K ﹤0.01%
14
+2
3085
$2.47K ﹤0.01%
98
+10
3086
$2.46K ﹤0.01%
26
+3
3087
$2.45K ﹤0.01%
30
3088
$2.44K ﹤0.01%
94
3089
$2.44K ﹤0.01%
604
3090
$2.44K ﹤0.01%
4
3091
$2.44K ﹤0.01%
100
-200
3092
$2.43K ﹤0.01%
84
3093
$2.43K ﹤0.01%
+300
3094
$2.43K ﹤0.01%
110
3095
$2.43K ﹤0.01%
133
3096
$2.41K ﹤0.01%
200
3097
$2.41K ﹤0.01%
33
3098
$2.41K ﹤0.01%
60
3099
$2.4K ﹤0.01%
43
3100
$2.4K ﹤0.01%
600
122 123
124
125 126