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
801
$417K 0.02%
8,141
-1,018
802
$417K 0.02%
4,667
-8,823
803
$417K 0.02%
19,019
+38
804
$415K 0.02%
6,161
-733
805
$415K 0.02%
11,306
+647
806
$413K 0.02%
3,266
+137
807
$413K 0.02%
865
+17
808
$412K 0.02%
5,223
+130
809
$410K 0.02%
7,660
+2,821
810
$408K 0.02%
6,280
+650
811
$407K 0.02%
1,305
+223
812
$407K 0.02%
1,393
+115
813
$406K 0.02%
5,060
+238
814
$404K 0.02%
9,115
+5,637
815
$402K 0.02%
8,809
+449
816
$401K 0.02%
21,971
+7,393
817
$400K 0.02%
5,320
+351
818
$398K 0.02%
4,984
+132
819
$397K 0.02%
22,285
+7,275
820
$396K 0.02%
5,636
+2,500
821
$396K 0.02%
+24,728
822
$395K 0.02%
12,335
-6,381
823
$395K 0.02%
11,891
+3,046
824
$394K 0.02%
10,775
-250
825
$394K 0.02%
13,879
-367
31 32
33
34 35