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
101
$4.9M 0.19%
72,139
102
$4.9M 0.19%
48,163
+4,865
103
$4.85M 0.19%
69,357
-6,361
104
$4.84M 0.19%
+157,174
105
$4.68M 0.18%
20,795
+2,814
106
$4.68M 0.18%
78,144
-10,083
107
$4.66M 0.18%
31,570
+4,244
108
$4.61M 0.18%
183,589
+182,620
109
$4.57M 0.18%
57,277
+5,129
110
$4.48M 0.17%
70,470
+43,086
111
$4.43M 0.17%
21,714
+938
112
$4.37M 0.17%
9,524
-334
113
$4.34M 0.17%
11,889
+284
114
$4.32M 0.17%
32,016
+1,209
115
$4.24M 0.16%
+157,189
116
$4.23M 0.16%
102,592
+16,750
117
$4.23M 0.16%
23,675
+682
118
$4.23M 0.16%
54,620
+14,920
119
$4.14M 0.16%
28,360
+5,790
120
$4.1M 0.16%
33,035
+321
121
$4.07M 0.16%
21,818
+1,010
122
$4.05M 0.16%
264,036
-2,521
123
$4.03M 0.16%
14,929
+866
124
$4.01M 0.16%
69,959
+266
125
$3.96M 0.15%
75,831
+15,109
3 4
5
6 7