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
3376
$60 ﹤0.01%
1
3377
$59 ﹤0.01%
+2
3378
$57 ﹤0.01%
+2
3379
$56 ﹤0.01%
3
3380
$53 ﹤0.01%
2
3381
$49 ﹤0.01%
100
3382
$36 ﹤0.01%
+2
3383
$35 ﹤0.01%
3
3384
$19 ﹤0.01%
2
3385
$14 ﹤0.01%
1
3386
– –
0
3387
$11 ﹤0.01%
5
3388
– –
-76
3389
– –
-1,300
3390
– –
-1,141
3391
– –
-8
3392
– –
-110
3393
– –
-12
3394
– –
-298
3395
– –
-25
3396
– –
-89
3397
– –
-7,612
3398
– –
-80
3399
– –
-170
3400
– –
-45
134 135
136
137 138