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
1201
$165K 0.01%
1,329
-1,567
1202
$164K 0.01%
1,596
-998
1203
$164K 0.01%
7,050
+5,720
1204
$164K 0.01%
3,051
+655
1205
$164K 0.01%
294
-34
1206
$163K 0.01%
3,153
+1,742
1207
$163K 0.01%
2,898
+168
1208
$163K 0.01%
8,482
+1,429
1209
$163K 0.01%
2,835
+262
1210
$162K 0.01%
6,612
+990
1211
$161K 0.01%
8,850
+6,050
1212
$161K 0.01%
7,250
+49
1213
$161K 0.01%
4,858
+248
1214
$161K 0.01%
802
+366
1215
$160K 0.01%
157
+7
1216
$160K 0.01%
10,125
+200
1217
$160K 0.01%
9,679
+1,010
1218
$159K 0.01%
5,425
-156
1219
$158K 0.01%
2,715
+2,597
1220
$158K 0.01%
2,837
+6
1221
$158K 0.01%
2,085
+2
1222
$158K 0.01%
2,386
1223
$157K 0.01%
2,852
+1
1224
$157K 0.01%
2,596
+1,204
1225
$157K 0.01%
2,237
+10
47 48
49
50 51