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
3351
– –
0
3352
$212 ﹤0.01%
25
3353
$212 ﹤0.01%
+40
3354
– –
0
3355
$201 ﹤0.01%
20
3356
$184 ﹤0.01%
+1,580
3357
$178 ﹤0.01%
20
3358
$176 ﹤0.01%
83
3359
$170 ﹤0.01%
3
3360
$163 ﹤0.01%
25
3361
$156 ﹤0.01%
+4
3362
$151 ﹤0.01%
2
-22
3363
$139 ﹤0.01%
11
3364
$130 ﹤0.01%
1
3365
$112 ﹤0.01%
10
3366
$109 ﹤0.01%
4
-2,882
3367
$109 ﹤0.01%
16
3368
$108 ﹤0.01%
8
3369
$106 ﹤0.01%
6
3370
$103 ﹤0.01%
14
3371
$103 ﹤0.01%
2
3372
$99 ﹤0.01%
48
3373
$94 ﹤0.01%
25
3374
$90 ﹤0.01%
25
3375
$61 ﹤0.01%
1
133 134
135
136 137