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
1026
$243K 0.01%
12,600
-1,000
1027
$242K 0.01%
5,341
+96
1028
$242K 0.01%
4,044
+76
1029
$242K 0.01%
2,503
+2,119
1030
$242K 0.01%
8,165
+514
1031
$242K 0.01%
777
-72
1032
$241K 0.01%
10,593
-626
1033
$241K 0.01%
13,109
+1,050
1034
$241K 0.01%
2,139
-385
1035
$241K 0.01%
801
+650
1036
$240K 0.01%
4,140
+375
1037
$238K 0.01%
7,408
-1,656
1038
$238K 0.01%
7,150
-225
1039
$237K 0.01%
998
+126
1040
$236K 0.01%
12,763
-379
1041
$235K 0.01%
1,523
-60
1042
$233K 0.01%
2,348
+36
1043
$232K 0.01%
416
-2,300
1044
$232K 0.01%
3,881
+41
1045
$232K 0.01%
446
+376
1046
$232K 0.01%
3,162
+749
1047
$231K 0.01%
5,365
+1,530
1048
$231K 0.01%
+7,610
1049
$229K 0.01%
9,921
+100
1050
$229K 0.01%
3,136
+2,728
40 41
42
43 44