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
451
$1.01M 0.04%
9,178
-295
452
$1M 0.04%
12,856
+93
453
$1M 0.04%
32,655
+778
454
$998K 0.04%
14,826
+1,446
455
$998K 0.04%
37,387
+972
456
$995K 0.04%
3,608
+1,868
457
$995K 0.04%
1,440
+208
458
$990K 0.04%
46,909
-2,632
459
$984K 0.04%
13,003
+903
460
$984K 0.04%
14,334
+8,735
461
$979K 0.04%
5,685
+475
462
$977K 0.04%
17,305
+2,083
463
$973K 0.04%
3,665
-517
464
$971K 0.04%
30,334
-19,088
465
$969K 0.04%
26,652
+26,268
466
$968K 0.04%
18,860
+2,860
467
$968K 0.04%
10,541
+290
468
$966K 0.04%
14,043
-506
469
$965K 0.04%
16,151
+2,134
470
$959K 0.04%
39,974
+33,450
471
$958K 0.04%
17,550
-340
472
$955K 0.04%
37,263
+14,221
473
$942K 0.04%
2,054
+189
474
$935K 0.04%
11,718
-11,302
475
$934K 0.04%
4,539
-1,433
17 18
19
20 21