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
551
$746K 0.03%
23,391
-178
552
$743K 0.03%
10,647
+2,051
553
$740K 0.03%
27,433
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554
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555
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1,386
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556
$735K 0.03%
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+630
557
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7,055
-50
558
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20,143
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559
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560
$733K 0.03%
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561
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37,076
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562
$731K 0.03%
6,620
+1,051
563
$731K 0.03%
+6,270
564
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3,719
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565
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581
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567
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5,550
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569
$724K 0.03%
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570
$723K 0.03%
2,528
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571
$719K 0.03%
482
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572
$715K 0.03%
6,430
+1,465
573
$712K 0.03%
1,951
+2
574
$710K 0.03%
1,710
-129
575
$709K 0.03%
5,430
-46
21 22
23
24 25