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
1176
$172K 0.01%
4,041
1177
$172K 0.01%
22,500
+2,500
1178
$172K 0.01%
3,148
1179
$172K 0.01%
2,541
-88
1180
$171K 0.01%
302
-175
1181
$170K 0.01%
1,222
+197
1182
$170K 0.01%
2,600
-48
1183
$169K 0.01%
1,484
+127
1184
$169K 0.01%
19,620
+9,653
1185
$168K 0.01%
2,134
-360
1186
$168K 0.01%
2,020
-25
1187
$167K 0.01%
1,956
1188
$167K 0.01%
333
+36
1189
$167K 0.01%
370
1190
$167K 0.01%
12,258
+971
1191
$166K 0.01%
1,451
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1192
$166K 0.01%
1,837
-2,064
1193
$166K 0.01%
4,400
+100
1194
$166K 0.01%
4,823
1195
$166K 0.01%
3,679
1196
$166K 0.01%
2,392
+110
1197
$166K 0.01%
2,739
+489
1198
$165K 0.01%
8,953
1199
$165K 0.01%
8,534
+87
1200
$165K 0.01%
6,065
+250
46 47
48
49 50