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
3301
$634 ﹤0.01%
22
3302
$629 ﹤0.01%
53
3303
$613 ﹤0.01%
+4
3304
$612 ﹤0.01%
100
3305
$606 ﹤0.01%
5
3306
$597 ﹤0.01%
8
3307
– –
0
3308
$594 ﹤0.01%
7
3309
$594 ﹤0.01%
44
3310
$576 ﹤0.01%
+9
3311
$575 ﹤0.01%
+50
3312
$573 ﹤0.01%
3
3313
$546 ﹤0.01%
100
3314
$518 ﹤0.01%
+12
3315
$508 ﹤0.01%
+5
3316
$490 ﹤0.01%
+20
3317
$490 ﹤0.01%
2
3318
$487 ﹤0.01%
57
3319
$485 ﹤0.01%
25
3320
$478 ﹤0.01%
16
3321
$465 ﹤0.01%
+100
3322
$464 ﹤0.01%
10
3323
$463 ﹤0.01%
14
3324
$462 ﹤0.01%
7
3325
$451 ﹤0.01%
11
131 132
133
134 135