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
376
$1.24M 0.05%
13,997
+6,534
377
$1.24M 0.05%
15,908
+7,616
378
$1.24M 0.05%
5,276
+162
379
$1.23M 0.05%
10,543
-132
380
$1.23M 0.05%
67,846
+28,185
381
$1.23M 0.05%
5,295
-738
382
$1.22M 0.05%
+52,251
383
$1.22M 0.05%
8,459
+4,664
384
$1.22M 0.05%
11,766
+4,396
385
$1.22M 0.05%
14,150
-8,741
386
$1.21M 0.05%
81,261
+8,256
387
$1.21M 0.05%
17,521
+511
388
$1.2M 0.05%
58,137
+8,567
389
$1.2M 0.05%
3,252
+167
390
$1.2M 0.05%
5,358
+393
391
$1.2M 0.05%
9,654
-808
392
$1.19M 0.05%
52,416
-47,392
393
$1.18M 0.05%
3,752
+996
394
$1.18M 0.05%
18,522
+7,146
395
$1.18M 0.05%
3,828
+276
396
$1.17M 0.05%
47,195
397
$1.17M 0.05%
48,454
+3,261
398
$1.17M 0.05%
31,705
-635
399
$1.17M 0.05%
7,323
400
$1.17M 0.05%
13,965
+10,244
14 15
16
17 18