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
3276
$824 ﹤0.01%
+8
3277
$820 ﹤0.01%
250
3278
– –
0
3279
$818 ﹤0.01%
142
3280
$818 ﹤0.01%
18
-43
3281
$792 ﹤0.01%
150
3282
$774 ﹤0.01%
4
3283
$765 ﹤0.01%
25
3284
$761 ﹤0.01%
108
3285
$760 ﹤0.01%
62
3286
$757 ﹤0.01%
100
3287
$749 ﹤0.01%
65
3288
$749 ﹤0.01%
100
3289
$746 ﹤0.01%
15
3290
$744 ﹤0.01%
+15
3291
$739 ﹤0.01%
50
3292
$731 ﹤0.01%
86
3293
$730 ﹤0.01%
42
3294
$718 ﹤0.01%
22
3295
$709 ﹤0.01%
20
3296
$692 ﹤0.01%
200
3297
– –
0
3298
$670 ﹤0.01%
111
3299
$661 ﹤0.01%
19
3300
$641 ﹤0.01%
6
130 131
132
133 134