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
676
$534K 0.02%
12,543
+1,597
677
$534K 0.02%
7,546
+488
678
$532K 0.02%
5,602
-200
679
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5,557
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680
$529K 0.02%
2,737
+122
681
$529K 0.02%
20,388
+12,100
682
$529K 0.02%
10,502
+2,307
683
$529K 0.02%
1,124
-18
684
$529K 0.02%
7,980
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685
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+12,560
686
$523K 0.02%
1,369
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687
$522K 0.02%
8,931
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688
$522K 0.02%
11,566
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689
$519K 0.02%
6,090
+233
690
$519K 0.02%
12,680
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$517K 0.02%
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$516K 0.02%
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693
$516K 0.02%
4,582
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694
$516K 0.02%
7,361
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695
$514K 0.02%
4,940
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696
$513K 0.02%
12,817
+1
697
$513K 0.02%
5,273
-232
698
$513K 0.02%
5,638
-658
699
$511K 0.02%
21,965
+803
700
$511K 0.02%
17,139
+7,200
26 27
28
29 30