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
751
$455K 0.02%
8,230
+1,386
752
$454K 0.02%
3,030
+20
753
$453K 0.02%
28,769
-2,816
754
$453K 0.02%
5,522
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755
$452K 0.02%
2,986
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756
$452K 0.02%
491
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757
$452K 0.02%
9,071
-494
758
$450K 0.02%
11,245
+5,693
759
$450K 0.02%
17,024
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760
$448K 0.02%
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761
$448K 0.02%
1,272
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762
$447K 0.02%
3,340
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763
$446K 0.02%
15,678
-1,168
764
$441K 0.02%
12,735
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765
$441K 0.02%
7,444
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768
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799
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$438K 0.02%
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770
$438K 0.02%
1,220
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$436K 0.02%
19,443
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772
$435K 0.02%
3,258
+172
773
$434K 0.02%
14,000
-250
774
$433K 0.02%
14,890
+13,534
775
$433K 0.02%
2,445
-21
29 30
31
32 33