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
626
$607K 0.02%
2,503
+50
627
$607K 0.02%
19,995
+4,829
628
$607K 0.02%
16,900
-500
629
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6,615
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$603K 0.02%
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-73
631
$602K 0.02%
3,405
-20
632
$601K 0.02%
28,435
+3,375
633
$601K 0.02%
7,304
-3,576
634
$601K 0.02%
20,859
+1,301
635
$599K 0.02%
10,274
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636
$598K 0.02%
10,756
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637
$598K 0.02%
2,821
-1,709
638
$597K 0.02%
+17,723
639
$594K 0.02%
2,060
+687
640
$593K 0.02%
19,545
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$593K 0.02%
28,215
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642
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$590K 0.02%
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$589K 0.02%
6,317
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645
$588K 0.02%
1,145
+280
646
$586K 0.02%
34,064
-895
647
$586K 0.02%
7,247
+370
648
$585K 0.02%
37,000
+850
649
$584K 0.02%
26,818
+6,625
650
$582K 0.02%
8,358
+184
24 25
26
27 28