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
1076
$213K 0.01%
3,725
-65
1077
$212K 0.01%
1,340
-119
1078
$212K 0.01%
363
-9
1079
$211K 0.01%
3,315
-104
1080
$211K 0.01%
6,145
+71
1081
$210K 0.01%
1,315
+7
1082
$210K 0.01%
2,236
1083
$207K 0.01%
12,207
+572
1084
$207K 0.01%
5,402
1085
$206K 0.01%
4,538
+190
1086
$206K 0.01%
3,618
-149
1087
$205K 0.01%
2,009
-15
1088
$204K 0.01%
7,435
-746
1089
$203K 0.01%
6,790
+24
1090
$203K 0.01%
4,853
+975
1091
$202K 0.01%
2,711
+19
1092
$202K 0.01%
1,831
-5,798
1093
$201K 0.01%
4,103
-92
1094
$200K 0.01%
6,013
+969
1095
$200K 0.01%
1,215
+74
1096
$200K 0.01%
3,047
+76
1097
$199K 0.01%
4,163
-51
1098
$199K 0.01%
4,214
+1
1099
$198K 0.01%
1,928
+808
1100
$198K 0.01%
1,568
-621
42 43
44
45 46