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
51
$9.09M 0.35%
37,286
-490
52
$9.02M 0.35%
62,168
+59,981
53
$8.78M 0.34%
220,746
+41,851
54
$8.45M 0.33%
66,047
+16,852
55
$8.2M 0.32%
34,699
+296
56
$8.17M 0.32%
13,957
-647
57
$8.14M 0.32%
29,303
+5,528
58
$8.13M 0.31%
89,659
+3,019
59
$8.04M 0.31%
40,046
-911
60
$8.03M 0.31%
34,334
+1,153
61
$8.01M 0.31%
69,284
+905
62
$7.98M 0.31%
88,384
+1,743
63
$7.79M 0.3%
30,430
-19
64
$7.74M 0.3%
116,420
+25,830
65
$7.58M 0.29%
119,729
-14,661
66
$7.58M 0.29%
15,441
+1,716
67
$7.4M 0.29%
266,939
+34,008
68
$7.18M 0.28%
13,602
+117
69
$7.12M 0.28%
+28,114
70
$7.04M 0.27%
149,853
+26,151
71
$6.99M 0.27%
130,672
-2,651
72
$6.91M 0.27%
123,400
+3,664
73
$6.81M 0.26%
185,584
-2,494
74
$6.8M 0.26%
82,187
+16,358
75
$6.75M 0.26%
48,077
+1,554
1 2
3
4 5