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
3226
$1.17K ﹤0.01%
16
3227
$1.17K ﹤0.01%
75
3228
$1.17K ﹤0.01%
+20
3229
$1.16K ﹤0.01%
61
3230
$1.15K ﹤0.01%
48
3231
$1.15K ﹤0.01%
136
3232
$1.14K ﹤0.01%
111
3233
$1.14K ﹤0.01%
100
+50
3234
$1.14K ﹤0.01%
46
3235
$1.13K ﹤0.01%
25
+9
3236
$1.12K ﹤0.01%
22
3237
$1.12K ﹤0.01%
18
3238
$1.11K ﹤0.01%
30
3239
$1.09K ﹤0.01%
9
3240
$1.09K ﹤0.01%
4
3241
$1.09K ﹤0.01%
15
3242
$1.08K ﹤0.01%
24
3243
$1.07K ﹤0.01%
10
-19
3244
$1.07K ﹤0.01%
338
-3,053
3245
$1.07K ﹤0.01%
48
-87
3246
$1.06K ﹤0.01%
29
3247
$1.06K ﹤0.01%
8
3248
$1.06K ﹤0.01%
100
3249
$1.05K ﹤0.01%
+132
3250
$1.05K ﹤0.01%
33
128 129
130
131 132