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
701
$509K 0.02%
5,765
+517
702
$509K 0.02%
8,409
+213
703
$509K 0.02%
7,927
-9
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$507K 0.02%
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705
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50,704
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$504K 0.02%
1,566
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707
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1,585
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$504K 0.02%
5,288
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709
$503K 0.02%
363
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710
$503K 0.02%
17,330
+730
711
$502K 0.02%
63,934
-1,200
712
$501K 0.02%
5,458
+476
713
$501K 0.02%
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+5,341
714
$500K 0.02%
23,167
+1,320
715
$500K 0.02%
12,865
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718
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5,319
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719
$490K 0.02%
15,519
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720
$490K 0.02%
24,055
+6,834
721
$490K 0.02%
11,325
+115
722
$488K 0.02%
4,882
+2,182
723
$488K 0.02%
3,096
+180
724
$487K 0.02%
7,354
-517
725
$484K 0.02%
13,047
-140
27 28
29
30 31