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
826
$393K 0.02%
10,852
-5,084
827
$392K 0.02%
2,948
+1,438
828
$392K 0.02%
2,538
+70
829
$391K 0.02%
1,046
+20
830
$388K 0.02%
8,836
-288
831
$388K 0.02%
1,635
+376
832
$388K 0.02%
3,874
+1,080
833
$387K 0.02%
6,564
+410
834
$387K 0.02%
23,035
-993
835
$386K 0.02%
4,290
+3,645
836
$385K 0.01%
1,563
+11
837
$384K 0.01%
19,730
+1,490
838
$383K 0.01%
7,004
+53
839
$381K 0.01%
1,014
+8
840
$380K 0.01%
9,678
+285
841
$380K 0.01%
12,666
-21
842
$379K 0.01%
2,618
+92
843
$379K 0.01%
8,288
+138
844
$378K 0.01%
34,434
-132
845
$375K 0.01%
3,554
-2,761
846
$374K 0.01%
2,480
-879
847
$374K 0.01%
9,085
+186
848
$374K 0.01%
6,854
+6,475
849
$373K 0.01%
5,972
+348
850
$372K 0.01%
8,415
-1,822
32 33
34
35 36