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
26
$12.8M 0.5%
418,384
+2,391
27
$12.6M 0.49%
111,123
-58,687
28
$12.1M 0.47%
255,358
+12,190
29
$12M 0.47%
219,294
+33,057
30
$12M 0.46%
98,220
+11,020
31
$12M 0.46%
79,442
+8,846
32
$11.8M 0.46%
93,840
-32,400
33
$11.7M 0.45%
66,382
+5,658
34
$11.6M 0.45%
224,226
+11,283
35
$11.4M 0.44%
336,740
+28,945
36
$11.3M 0.44%
38,723
+670
37
$11.3M 0.44%
274,954
+17,981
38
$10.8M 0.42%
88,625
+1,932
39
$10.8M 0.42%
27,348
-1,956
40
$10.6M 0.41%
211,475
+57,562
41
$10.1M 0.39%
91,535
-42,518
42
$10.1M 0.39%
138,186
-7,927
43
$9.81M 0.38%
30,760
+2,336
44
$9.77M 0.38%
84,618
+59,304
45
$9.77M 0.38%
155,192
+147,931
46
$9.63M 0.37%
71,681
+10,399
47
$9.55M 0.37%
156,750
+1,019
48
$9.52M 0.37%
377,652
-38,334
49
$9.38M 0.36%
54,093
-1,271
50
$9.33M 0.36%
23,291
+511
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