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
976
$277K 0.01%
1,282
+68
977
$276K 0.01%
2,761
-683
978
$276K 0.01%
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$273K 0.01%
8,995
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982
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984
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985
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6,320
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+1,307
988
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989
$261K 0.01%
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990
$261K 0.01%
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$261K 0.01%
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$259K 0.01%
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995
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1,423
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996
$258K 0.01%
2,506
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997
$258K 0.01%
2,345
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998
$257K 0.01%
2,711
+2,411
999
$257K 0.01%
5,082
-172
1000
$256K 0.01%
5,744
+355
38 39
40
41 42