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
3101
$2.4K ﹤0.01%
+200
3102
$2.4K ﹤0.01%
32
3103
$2.39K ﹤0.01%
64
3104
$2.39K ﹤0.01%
37
-7
3105
$2.39K ﹤0.01%
100
3106
$2.38K ﹤0.01%
1,000
3107
$2.37K ﹤0.01%
18
3108
$2.34K ﹤0.01%
65
3109
$2.34K ﹤0.01%
+100
3110
$2.33K ﹤0.01%
27
3111
$2.33K ﹤0.01%
686
3112
$2.33K ﹤0.01%
25
3113
$2.33K ﹤0.01%
+16
3114
$2.32K ﹤0.01%
+100
3115
$2.29K ﹤0.01%
100
3116
$2.25K ﹤0.01%
55
-50
3117
$2.25K ﹤0.01%
125
-54
3118
$2.24K ﹤0.01%
20
3119
$2.22K ﹤0.01%
186
3120
$2.21K ﹤0.01%
59
3121
$2.21K ﹤0.01%
27
3122
$2.2K ﹤0.01%
18
3123
$2.2K ﹤0.01%
180
3124
$2.16K ﹤0.01%
300
3125
$2.16K ﹤0.01%
145
123 124
125
126 127