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
876
$354K 0.01%
7,065
+867
877
$354K 0.01%
1,019
+6
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$352K 0.01%
7,594
+850
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$352K 0.01%
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880
$351K 0.01%
2,567
+430
881
$351K 0.01%
2,428
-61
882
$350K 0.01%
2,300
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883
$350K 0.01%
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-414
884
$350K 0.01%
3,239
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885
$347K 0.01%
9,402
-11,488
886
$347K 0.01%
1,150
887
$346K 0.01%
3,483
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888
$345K 0.01%
1,670
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889
$344K 0.01%
16,944
+3,417
890
$343K 0.01%
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$343K 0.01%
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-103,141
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$342K 0.01%
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$341K 0.01%
15,806
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894
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895
$340K 0.01%
1,375
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896
$340K 0.01%
4,100
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$339K 0.01%
10,840
-147
898
$339K 0.01%
13,741
+750
899
$339K 0.01%
3,347
+358
900
$338K 0.01%
5,245
-1,478
34 35
36
37 38