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
3201
$1.36K ﹤0.01%
48
3202
$1.36K ﹤0.01%
+16
3203
$1.34K ﹤0.01%
55
-86
3204
$1.33K ﹤0.01%
231
3205
$1.33K ﹤0.01%
100
3206
$1.33K ﹤0.01%
110
3207
$1.31K ﹤0.01%
50
3208
$1.31K ﹤0.01%
14
-3
3209
$1.29K ﹤0.01%
239
3210
$1.29K ﹤0.01%
21
3211
$1.29K ﹤0.01%
+4
3212
$1.29K ﹤0.01%
150
3213
$1.28K ﹤0.01%
100
3214
$1.27K ﹤0.01%
2
3215
$1.26K ﹤0.01%
+40
3216
$1.25K ﹤0.01%
500
3217
$1.25K ﹤0.01%
60
3218
$1.25K ﹤0.01%
105
3219
$1.24K ﹤0.01%
+318
3220
$1.24K ﹤0.01%
150
3221
$1.23K ﹤0.01%
107
3222
$1.23K ﹤0.01%
22
3223
$1.22K ﹤0.01%
+102
3224
$1.22K ﹤0.01%
51
3225
$1.21K ﹤0.01%
18
127 128
129
130 131