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
501
$882K 0.03%
6,463
+114
502
$877K 0.03%
21,752
+301
503
$872K 0.03%
21,372
+212
504
$871K 0.03%
10,512
+142
505
$866K 0.03%
+21,137
506
$866K 0.03%
32,100
+5,330
507
$864K 0.03%
33,100
508
$857K 0.03%
7,172
+561
509
$856K 0.03%
14,613
+2,724
510
$856K 0.03%
39,775
+24,649
511
$847K 0.03%
34,048
+3,364
512
$847K 0.03%
18,105
-2,985
513
$842K 0.03%
6,066
-1,943
514
$839K 0.03%
2,895
+127
515
$838K 0.03%
92,646
+91,324
516
$833K 0.03%
18,422
+14,058
517
$829K 0.03%
9,667
+6,373
518
$828K 0.03%
40,059
+10,831
519
$828K 0.03%
14,623
-526
520
$828K 0.03%
13,822
+577
521
$826K 0.03%
7,861
+1,011
522
$825K 0.03%
16,639
-345
523
$819K 0.03%
26,216
+2,464
524
$814K 0.03%
12,078
+1,545
525
$814K 0.03%
10,710
+10,683
19 20
21
22 23