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
726
$484K 0.02%
15,552
+459
727
$483K 0.02%
3,210
+6
728
$483K 0.02%
16,200
-400
729
$483K 0.02%
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$483K 0.02%
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731
$482K 0.02%
27,381
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732
$481K 0.02%
11,101
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733
$478K 0.02%
2,645
-10
734
$478K 0.02%
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735
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13,774
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736
$475K 0.02%
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737
$474K 0.02%
56,528
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738
$471K 0.02%
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739
$470K 0.02%
+16,615
740
$470K 0.02%
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743
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8,151
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744
$464K 0.02%
5,674
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745
$463K 0.02%
13,945
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$462K 0.02%
681
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747
$460K 0.02%
16,670
-49,634
748
$459K 0.02%
9,996
+3,883
749
$458K 0.02%
17,364
+2,776
750
$457K 0.02%
15,553
+37
28 29
30
31 32