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
476
$933K 0.04%
4,511
+79
477
$931K 0.04%
15,387
+2,104
478
$931K 0.04%
15,153
-6,062
479
$930K 0.04%
19,146
-1,987
480
$930K 0.04%
35,259
+2,765
481
$925K 0.04%
11,233
-4,397
482
$920K 0.04%
3,541
+123
483
$918K 0.04%
33,028
-1,254
484
$917K 0.04%
18,460
-196
485
$915K 0.04%
1,790
+83
486
$914K 0.04%
15,745
+1,538
487
$906K 0.04%
11,246
+920
488
$905K 0.04%
8,468
+141
489
$905K 0.04%
14,474
+13,114
490
$905K 0.04%
11,178
-277
491
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1,423
+146
492
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10,619
+2,248
493
$898K 0.03%
56,139
+2,343
494
$898K 0.03%
33,616
-140
495
$896K 0.03%
5,955
+2,528
496
$894K 0.03%
10,699
-104
497
$892K 0.03%
8,109
+1,772
498
$888K 0.03%
12,075
+919
499
$887K 0.03%
17,318
+221
500
$883K 0.03%
3,949
+402
18 19
20
21 22