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
1126
$188K 0.01%
964
+4
1127
$188K 0.01%
3,284
1128
$187K 0.01%
1,374
+209
1129
$187K 0.01%
1,072
-2,938
1130
$187K 0.01%
9,327
+14
1131
$187K 0.01%
2,410
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1132
$187K 0.01%
4,849
+2,882
1133
$187K 0.01%
11,894
+224
1134
$187K 0.01%
5,598
-45
1135
$187K 0.01%
1,919
-404
1136
$186K 0.01%
12,266
+961
1137
$186K 0.01%
3,245
-352
1138
$186K 0.01%
1,553
-185
1139
$186K 0.01%
986
-804
1140
$186K 0.01%
2,602
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1141
$185K 0.01%
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1142
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10,789
+1,288
1143
$185K 0.01%
1,310
+206
1144
$184K 0.01%
3,381
+263
1145
$183K 0.01%
2,949
+2,022
1146
$183K 0.01%
6,646
+118
1147
$182K 0.01%
12,904
1148
$182K 0.01%
820
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1149
$182K 0.01%
1,819
+184
1150
$182K 0.01%
12,947
44 45
46
47 48