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
76
$6.61M 0.26%
61,657
+1,287
77
$6.31M 0.24%
73,181
-12,752
78
$6.11M 0.24%
48,528
+512
79
$6.1M 0.24%
65,916
-1,804
80
$6.04M 0.23%
15,158
+2,192
81
$5.99M 0.23%
275,749
+31,390
82
$5.95M 0.23%
56,807
+10,100
83
$5.92M 0.23%
56,171
-1,954
84
$5.78M 0.22%
76,563
+6,117
85
$5.78M 0.22%
91,620
-4,096
86
$5.77M 0.22%
208,924
-78,538
87
$5.62M 0.22%
63,839
+10,430
88
$5.56M 0.22%
65,143
+68
89
$5.56M 0.22%
64,678
-887
90
$5.55M 0.22%
141,047
+10,185
91
$5.51M 0.21%
169,960
+63,391
92
$5.45M 0.21%
13,777
-258
93
$5.35M 0.21%
23,603
-517
94
$5.32M 0.21%
35,895
+3,554
95
$5.21M 0.2%
21,946
+3,655
96
$5.09M 0.2%
38,379
+653
97
$5.09M 0.2%
30,897
-1,237
98
$5.07M 0.2%
55,000
+1,868
99
$4.93M 0.19%
91,594
+11,514
100
$4.91M 0.19%
52,314
+6,518
2 3
4
5 6