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
326
$1.42M 0.06%
16,764
-7,784
327
$1.42M 0.06%
9,168
+516
328
$1.42M 0.05%
13,370
-453
329
$1.41M 0.05%
33,797
-7,740
330
$1.4M 0.05%
19,500
+600
331
$1.4M 0.05%
45,250
+278
332
$1.4M 0.05%
11,245
+3,873
333
$1.39M 0.05%
59,263
+27,993
334
$1.38M 0.05%
5,583
-344
335
$1.38M 0.05%
14,317
+1,288
336
$1.36M 0.05%
6,969
+5,378
337
$1.36M 0.05%
11,977
+11,867
338
$1.35M 0.05%
2,537
+203
339
$1.35M 0.05%
18,745
+31
340
$1.35M 0.05%
5,453
+64
341
$1.35M 0.05%
20,816
+1,653
342
$1.34M 0.05%
9,101
+86
343
$1.34M 0.05%
19,952
+2,287
344
$1.34M 0.05%
11,918
+2,716
345
$1.34M 0.05%
7,437
-372
346
$1.32M 0.05%
18,499
+128
347
$1.32M 0.05%
21,775
+3,941
348
$1.32M 0.05%
18,155
+1,273
349
$1.32M 0.05%
3,619
+175
350
$1.31M 0.05%
30,576
+12,060
12 13
14
15 16