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
3326
$436 ﹤0.01%
8
3327
$431 ﹤0.01%
9
3328
$425 ﹤0.01%
9
3329
$421 ﹤0.01%
5
-11
3330
$412 ﹤0.01%
50
3331
$410 ﹤0.01%
156
3332
$405 ﹤0.01%
+25
3333
$402 ﹤0.01%
25
3334
$364 ﹤0.01%
15
3335
$347 ﹤0.01%
5
3336
$346 ﹤0.01%
32
3337
$333 ﹤0.01%
125
3338
$330 ﹤0.01%
50
3339
$330 ﹤0.01%
+500
3340
$329 ﹤0.01%
37
3341
$326 ﹤0.01%
20
3342
$323 ﹤0.01%
11
3343
$290 ﹤0.01%
20
3344
– –
0
3345
$272 ﹤0.01%
40
3346
$263 ﹤0.01%
19
3347
$242 ﹤0.01%
30
3348
$236 ﹤0.01%
58
3349
– –
0
3350
$223 ﹤0.01%
4
132 133
134
135 136