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
426
$1.1M 0.04%
12,791
427
$1.09M 0.04%
11,156
-369
428
$1.09M 0.04%
36,000
+6,000
429
$1.09M 0.04%
3,647
-2,973
430
$1.09M 0.04%
5,024
+195
431
$1.08M 0.04%
20,914
+200
432
$1.07M 0.04%
36,480
+2,760
433
$1.06M 0.04%
33,480
+2,869
434
$1.05M 0.04%
9,951
+506
435
$1.05M 0.04%
5,075
-293
436
$1.04M 0.04%
15,590
-293
437
$1.04M 0.04%
18,244
+11,602
438
$1.04M 0.04%
39,945
+2,755
439
$1.04M 0.04%
6,026
-1,335
440
$1.04M 0.04%
40,655
+12,058
441
$1.04M 0.04%
14,460
+2,683
442
$1.04M 0.04%
15,948
+2,220
443
$1.04M 0.04%
50,000
+10,000
444
$1.03M 0.04%
3,729
-372
445
$1.02M 0.04%
23,019
-614
446
$1.02M 0.04%
6,869
-102
447
$1.01M 0.04%
28,414
+2,831
448
$1.01M 0.04%
6,580
-32,573
449
$1.01M 0.04%
+27,831
450
$1.01M 0.04%
8,334
+1,628
16 17
18
19 20