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
651
$581K 0.02%
7,496
+3
652
$574K 0.02%
13,929
+1,912
653
$574K 0.02%
5,096
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$572K 0.02%
7,636
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$568K 0.02%
3,952
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$568K 0.02%
18,826
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657
$568K 0.02%
9,718
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$568K 0.02%
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659
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35,419
+35,012
660
$567K 0.02%
4,345
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$565K 0.02%
2,335
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662
$565K 0.02%
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663
$562K 0.02%
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-302
664
$562K 0.02%
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665
$561K 0.02%
43,533
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$553K 0.02%
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$551K 0.02%
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18,100
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$550K 0.02%
21,766
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670
$549K 0.02%
6,393
+38
671
$548K 0.02%
6,877
-300
672
$547K 0.02%
8,832
-3,382
673
$547K 0.02%
22,670
+8,193
674
$544K 0.02%
7,977
+132
675
$542K 0.02%
24,990
+5,050
25 26
27
28 29