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
901
$338K 0.01%
3,941
+3,201
902
$337K 0.01%
5,496
+168
903
$337K 0.01%
3,637
+243
904
$336K 0.01%
2,322
+28
905
$335K 0.01%
4,717
+1,298
906
$335K 0.01%
3,923
+2,182
907
$334K 0.01%
8,791
908
$333K 0.01%
6,320
+80
909
$332K 0.01%
9,800
+150
910
$331K 0.01%
4,750
+15
911
$330K 0.01%
1,923
-135
912
$329K 0.01%
4,496
+332
913
$329K 0.01%
2,175
+108
914
$329K 0.01%
4,515
+436
915
$328K 0.01%
742
+93
916
$328K 0.01%
12,022
-2,994
917
$328K 0.01%
6,937
+137
918
$327K 0.01%
23,508
919
$327K 0.01%
10,100
+382
920
$327K 0.01%
10,200
-300
921
$326K 0.01%
149
+34
922
$326K 0.01%
3,563
-35
923
$325K 0.01%
+1,854
924
$325K 0.01%
1,771
+331
925
$325K 0.01%
8,597
-5,731
35 36
37
38 39