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
3251
$1.05K ﹤0.01%
13
3252
$1.04K ﹤0.01%
70
-13
3253
$1.04K ﹤0.01%
100
3254
$1.02K ﹤0.01%
9
3255
$1.02K ﹤0.01%
162
+27
3256
$1.02K ﹤0.01%
46
3257
$1.02K ﹤0.01%
100
3258
$1.01K ﹤0.01%
50
3259
$1.01K ﹤0.01%
100
3260
$1K ﹤0.01%
88
3261
$988 ﹤0.01%
+29
3262
$971 ﹤0.01%
25
3263
$966 ﹤0.01%
24
3264
$949 ﹤0.01%
10
3265
$933 ﹤0.01%
20
3266
$928 ﹤0.01%
416
+106
3267
$892 ﹤0.01%
215
3268
$890 ﹤0.01%
9
3269
$880 ﹤0.01%
10
3270
$874 ﹤0.01%
74
3271
$862 ﹤0.01%
42
3272
$853 ﹤0.01%
18
3273
$846 ﹤0.01%
60
3274
$841 ﹤0.01%
11
3275
$834 ﹤0.01%
18
129 130
131
132 133