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
576
$706K 0.03%
17,619
-1,753
577
$705K 0.03%
30,911
+1,807
578
$705K 0.03%
6,692
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579
$702K 0.03%
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7,733
+950
581
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+11,545
582
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26,330
+3,687
583
$698K 0.03%
23,750
+20,450
584
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20,092
-47,240
585
$696K 0.03%
3,985
+25
586
$693K 0.03%
13,659
+5,935
587
$691K 0.03%
37,019
-705
588
$691K 0.03%
32,500
+32,385
589
$690K 0.03%
6,275
-150
590
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14,425
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591
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16,353
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592
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3,388
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593
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4,651
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594
$676K 0.03%
9,236
+7,289
595
$675K 0.03%
19,763
-505
596
$670K 0.03%
8,239
+1,292
597
$670K 0.03%
18,214
+1,937
598
$670K 0.03%
9,081
+8,016
599
$669K 0.03%
1,264
+68
600
$666K 0.03%
17,159
+1,107
22 23
24
25 26