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
1101
$198K 0.01%
5,329
-4,978
1102
$198K 0.01%
3,200
+2,900
1103
$197K 0.01%
13,564
+1,004
1104
$196K 0.01%
6,543
+2,408
1105
$196K 0.01%
3,593
1106
$196K 0.01%
6,391
+994
1107
$196K 0.01%
1,960
+185
1108
$195K 0.01%
5,249
-65
1109
$195K 0.01%
2,180
+25
1110
$195K 0.01%
+7,059
1111
$194K 0.01%
2,409
-3,034
1112
$194K 0.01%
13,585
+753
1113
$194K 0.01%
15,875
-151
1114
$194K 0.01%
6,072
1115
$193K 0.01%
1,823
1116
$193K 0.01%
3,690
+246
1117
$193K 0.01%
1,628
+493
1118
$192K 0.01%
13,487
+2,697
1119
$192K 0.01%
2,383
+3
1120
$191K 0.01%
13,418
+272
1121
$190K 0.01%
743
-28
1122
$190K 0.01%
2,040
1123
$189K 0.01%
6,238
1124
$188K 0.01%
3,630
+1
1125
$188K 0.01%
2,378
-294
43 44
45
46 47