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
3126
$2.16K ﹤0.01%
80
3127
$2.15K ﹤0.01%
+35
3128
$2.15K ﹤0.01%
100
3129
$2.14K ﹤0.01%
200
3130
$2.13K ﹤0.01%
+343
3131
$2.13K ﹤0.01%
20
-12
3132
$2.12K ﹤0.01%
100
3133
$2.12K ﹤0.01%
91
3134
$2.11K ﹤0.01%
137
3135
$2.1K ﹤0.01%
412
3136
$2.1K ﹤0.01%
120
3137
$2.08K ﹤0.01%
+20
3138
$2.05K ﹤0.01%
67
3139
$2.04K ﹤0.01%
200
3140
$2.02K ﹤0.01%
200
3141
$2.02K ﹤0.01%
17
3142
$2.01K ﹤0.01%
10
3143
$1.98K ﹤0.01%
185
3144
$1.97K ﹤0.01%
2
3145
$1.97K ﹤0.01%
34
3146
$1.96K ﹤0.01%
1,800
3147
$1.95K ﹤0.01%
26
3148
$1.95K ﹤0.01%
65
3149
$1.94K ﹤0.01%
50
3150
– –
0
124 125
126
127 128