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
1151
$182K 0.01%
5,002
+862
1152
$181K 0.01%
1,758
+535
1153
$181K 0.01%
1,842
+13
1154
$181K 0.01%
6,474
+320
1155
$180K 0.01%
4,078
+2
1156
$180K 0.01%
4,068
+16
1157
$180K 0.01%
2,415
-82
1158
$180K 0.01%
94
+18
1159
$180K 0.01%
5,400
+5,100
1160
$180K 0.01%
743
1161
$179K 0.01%
3,607
+233
1162
$178K 0.01%
2,969
+1,719
1163
$178K 0.01%
3,023
+2
1164
$178K 0.01%
3,836
+169
1165
$177K 0.01%
300
1166
$177K 0.01%
10,333
1167
$177K 0.01%
4,152
+110
1168
$176K 0.01%
4,600
1169
$176K 0.01%
3,273
+66
1170
$176K 0.01%
1,106
+26
1171
$175K 0.01%
913
+100
1172
$174K 0.01%
4,825
1173
$174K 0.01%
1,924
+10
1174
$174K 0.01%
6,933
+151
1175
$174K 0.01%
3,304
+190
45 46
47
48 49