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
1226
$156K 0.01%
1,083
-25
1227
$156K 0.01%
4,438
-277
1228
$155K 0.01%
3,671
-933
1229
$155K 0.01%
9,058
+5,960
1230
$155K 0.01%
6,824
+151
1231
$154K 0.01%
1,776
+90
1232
$154K 0.01%
563
+16
1233
$154K 0.01%
5,259
+302
1234
$154K 0.01%
4,952
+400
1235
$152K 0.01%
13,665
-9,628
1236
$152K 0.01%
2,030
+484
1237
$152K 0.01%
53,304
1238
$151K 0.01%
4,144
+3,106
1239
$151K 0.01%
2,599
1240
$151K 0.01%
5,382
-573
1241
$150K 0.01%
3,146
+1,301
1242
$149K 0.01%
4,108
+1,722
1243
$149K 0.01%
2,623
-33
1244
$149K 0.01%
8,025
+375
1245
$149K 0.01%
3,184
1246
$149K 0.01%
12,775
-925
1247
$149K 0.01%
1,913
+200
1248
$149K 0.01%
4,212
+1,590
1249
$149K 0.01%
7,364
-234
1250
$148K 0.01%
37,939
+37,000
48 49
50
51 52