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
351
$1.31M 0.05%
38,732
+3,732
352
$1.3M 0.05%
4,722
+834
353
$1.3M 0.05%
11,358
+964
354
$1.3M 0.05%
23,267
+989
355
$1.3M 0.05%
18,786
+421
356
$1.29M 0.05%
47,279
+1,463
357
$1.29M 0.05%
21,774
+1,842
358
$1.28M 0.05%
94,267
+12,798
359
$1.28M 0.05%
10,466
+1,029
360
$1.28M 0.05%
14,596
-24
361
$1.27M 0.05%
30,303
+7,979
362
$1.27M 0.05%
29,357
+914
363
$1.27M 0.05%
28,123
+1,667
364
$1.26M 0.05%
6,626
+400
365
$1.26M 0.05%
7,245
+1,343
366
$1.26M 0.05%
49,535
367
$1.26M 0.05%
60,941
+1,567
368
$1.26M 0.05%
33,833
+4,981
369
$1.25M 0.05%
19,826
-6,469
370
$1.25M 0.05%
11,374
+5,839
371
$1.25M 0.05%
36,747
-230
372
$1.25M 0.05%
2,874
+1,872
373
$1.25M 0.05%
18,230
+3,871
374
$1.24M 0.05%
22,656
+3,234
375
$1.24M 0.05%
24,098
+2,518
13 14
15
16 17