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
926
$322K 0.01%
8,530
-11,615
927
$320K 0.01%
1,669
-237
928
$320K 0.01%
3,175
+1,522
929
$318K 0.01%
5,332
+526
930
$317K 0.01%
26,576
+13,116
931
$317K 0.01%
3,449
+3
932
$316K 0.01%
12,120
+2,025
933
$315K 0.01%
4,395
+3,715
934
$314K 0.01%
2,039
-22
935
$314K 0.01%
3,527
+2,628
936
$312K 0.01%
11,319
+578
937
$311K 0.01%
28,547
938
$310K 0.01%
15,865
+2,515
939
$310K 0.01%
40,711
+23,873
940
$309K 0.01%
7,029
+2,800
941
$307K 0.01%
5,415
+432
942
$307K 0.01%
2,967
+248
943
$306K 0.01%
2,528
+318
944
$305K 0.01%
840
+107
945
$304K 0.01%
725
+37
946
$301K 0.01%
2,111
+7
947
$300K 0.01%
1,365
+27
948
$300K 0.01%
6,817
+360
949
$300K 0.01%
2,026
+428
950
$300K 0.01%
17,419
36 37
38
39 40