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
851
$371K 0.01%
12,630
-580
852
$371K 0.01%
4,276
-53
853
$370K 0.01%
8,390
+240
854
$370K 0.01%
10,265
-11,365
855
$369K 0.01%
18,905
-14,143
856
$369K 0.01%
2,914
+1,484
857
$369K 0.01%
11,500
+9,000
858
$368K 0.01%
5,586
+169
859
$368K 0.01%
1,437
+52
860
$368K 0.01%
13,680
+11,380
861
$367K 0.01%
13,999
+4,804
862
$365K 0.01%
13,300
+6,360
863
$364K 0.01%
12,735
+7,411
864
$363K 0.01%
23,596
+10,990
865
$362K 0.01%
21,456
+11,521
866
$360K 0.01%
7,952
+236
867
$360K 0.01%
11,493
+814
868
$360K 0.01%
4,921
+1,054
869
$358K 0.01%
3,887
+403
870
$358K 0.01%
34,301
+25,100
871
$358K 0.01%
3,755
+2,680
872
$357K 0.01%
1,698
+1,245
873
$357K 0.01%
22,707
+18,019
874
$355K 0.01%
18,161
-417
875
$355K 0.01%
1,425
+1,113
33 34
35
36 37