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
601
$666K 0.03%
17,890
-55
602
$664K 0.03%
+8,668
603
$659K 0.03%
5,728
+267
604
$658K 0.03%
11,113
+179
605
$657K 0.03%
147,598
+42,990
606
$655K 0.03%
12,317
+421
607
$653K 0.03%
7,101
+6,129
608
$651K 0.03%
3,739
-38
609
$651K 0.03%
42,540
610
$649K 0.03%
17,257
+248
611
$648K 0.03%
13,276
+717
612
$642K 0.02%
22,945
+5,130
613
$637K 0.02%
6,949
+2,050
614
$637K 0.02%
13,680
+2,078
615
$636K 0.02%
1,963
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616
$631K 0.02%
9,170
-1,324
617
$630K 0.02%
10,542
+2,252
618
$623K 0.02%
31,195
-10
619
$622K 0.02%
2,551
+301
620
$620K 0.02%
6,496
+580
621
$620K 0.02%
4,498
+740
622
$618K 0.02%
7,131
+3,189
623
$614K 0.02%
2,991
+895
624
$611K 0.02%
17,198
+144
625
$608K 0.02%
15,071
+1,573
23 24
25
26 27