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
951
$300K 0.01%
4,304
952
$298K 0.01%
2,559
+37
953
$296K 0.01%
5,714
954
$296K 0.01%
4,462
+206
955
$294K 0.01%
3,160
-7,716
956
$294K 0.01%
17,037
+2,049
957
$294K 0.01%
3,825
-9,520
958
$293K 0.01%
11,020
+3,615
959
$289K 0.01%
1,793
960
$289K 0.01%
11,108
+62
961
$286K 0.01%
1,357
+202
962
$285K 0.01%
3,258
+55
963
$284K 0.01%
1,617
+477
964
$283K 0.01%
6,616
+3,041
965
$281K 0.01%
5,312
+2,992
966
$281K 0.01%
12,025
-500
967
$281K 0.01%
10,579
+1,589
968
$280K 0.01%
1,830
+22
969
$280K 0.01%
1,549
+801
970
$280K 0.01%
22,716
+2,678
971
$280K 0.01%
1,974
+170
972
$279K 0.01%
3,363
-106
973
$279K 0.01%
4,599
+139
974
$278K 0.01%
385
-18
975
$277K 0.01%
5,115
+1,075
37 38
39
40 41