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
776
$433K 0.02%
3,644
-3,331
777
$432K 0.02%
4,752
+2,088
778
$432K 0.02%
16,516
+3,010
779
$432K 0.02%
8,929
+434
780
$430K 0.02%
2,706
+508
781
$429K 0.02%
9,827
+4,546
782
$429K 0.02%
5,242
+375
783
$429K 0.02%
16,381
+244
784
$428K 0.02%
8,829
-389
785
$428K 0.02%
11,478
+1,708
786
$427K 0.02%
3,996
+2,296
787
$426K 0.02%
2,931
+82
788
$425K 0.02%
10,613
+1
789
$425K 0.02%
18,988
-1,396
790
$425K 0.02%
11,708
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791
$424K 0.02%
23,720
+7,646
792
$424K 0.02%
18,585
+1,245
793
$423K 0.02%
2,914
-2,767
794
$423K 0.02%
14,838
+175
795
$420K 0.02%
8,993
-20
796
$420K 0.02%
2,812
+2,490
797
$419K 0.02%
10,739
+1,036
798
$419K 0.02%
14,225
799
$418K 0.02%
1,752
+221
800
$418K 0.02%
3,398
+93
30 31
32
33 34