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
301
$1.59M 0.06%
9,315
-72
302
$1.59M 0.06%
8,011
-287
303
$1.59M 0.06%
26,057
+678
304
$1.57M 0.06%
5,470
+340
305
$1.57M 0.06%
9,447
+15
306
$1.56M 0.06%
26,698
-3
307
$1.55M 0.06%
+45,614
308
$1.54M 0.06%
30,646
+6,943
309
$1.53M 0.06%
27,480
-1,487
310
$1.52M 0.06%
35,260
+34,695
311
$1.51M 0.06%
15,612
+254
312
$1.5M 0.06%
43,887
+33,418
313
$1.49M 0.06%
13,896
+204
314
$1.49M 0.06%
4,098
+84
315
$1.49M 0.06%
14,968
-616
316
$1.48M 0.06%
28,526
-480
317
$1.47M 0.06%
19,980
+1,050
318
$1.46M 0.06%
56,008
+652
319
$1.46M 0.06%
7,088
+1,293
320
$1.45M 0.06%
8,851
-519
321
$1.45M 0.06%
10,321
+543
322
$1.44M 0.06%
11,983
+349
323
$1.44M 0.06%
44,705
-947
324
$1.43M 0.06%
2,338
-879
325
$1.43M 0.06%
7,749
+396
11 12
13
14 15