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
1001
$255K 0.01%
900
-2,869
1002
$255K 0.01%
6,663
+2,697
1003
$254K 0.01%
7,692
+711
1004
$254K 0.01%
2,346
-934
1005
$253K 0.01%
1,044
+301
1006
$253K 0.01%
10,964
-35,388
1007
$253K 0.01%
4,970
+170
1008
$252K 0.01%
10,017
-238
1009
$252K 0.01%
4,475
-36,008
1010
$252K 0.01%
2,020
+2,007
1011
$251K 0.01%
1,314
+19
1012
$251K 0.01%
+1,463
1013
$250K 0.01%
18,462
+1,406
1014
$250K 0.01%
2,478
+146
1015
$247K 0.01%
4,289
+492
1016
$247K 0.01%
6,772
-659
1017
$246K 0.01%
5,800
+150
1018
$245K 0.01%
4,588
+43
1019
$245K 0.01%
4,590
+2,415
1020
$244K 0.01%
4,027
+689
1021
$244K 0.01%
2,742
+2,708
1022
$244K 0.01%
13,796
-160
1023
$244K 0.01%
3,594
-585
1024
$244K 0.01%
1,648
+91
1025
$243K 0.01%
+9,200
39 40
41
42 43