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
401
$1.16M 0.05%
32,742
+2,343
402
$1.16M 0.05%
17,807
+187
403
$1.16M 0.05%
44,175
404
$1.16M 0.04%
37,028
+3,436
405
$1.16M 0.04%
45,100
406
$1.15M 0.04%
11,133
+182
407
$1.15M 0.04%
36,398
+8,766
408
$1.15M 0.04%
26,931
+6,174
409
$1.15M 0.04%
44,920
-3,974
410
$1.14M 0.04%
42,967
-2,206
411
$1.14M 0.04%
3,723
+171
412
$1.14M 0.04%
9,365
+7,222
413
$1.13M 0.04%
11,793
+1,993
414
$1.13M 0.04%
6,041
+1
415
$1.13M 0.04%
5,825
+347
416
$1.13M 0.04%
9,063
-93
417
$1.12M 0.04%
4,585
+176
418
$1.12M 0.04%
17,321
+306
419
$1.12M 0.04%
51,967
+9,520
420
$1.12M 0.04%
7,045
-3,658
421
$1.11M 0.04%
23,342
-22,416
422
$1.11M 0.04%
25,712
+613
423
$1.11M 0.04%
22,008
+1,385
424
$1.11M 0.04%
6,803
+596
425
$1.1M 0.04%
103,773
-1,496
15 16
17
18 19