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
1251
$148K 0.01%
1,450
1252
$148K 0.01%
949
+219
1253
$148K 0.01%
3,666
+59
1254
$147K 0.01%
850
1255
$147K 0.01%
366
+33
1256
$146K 0.01%
16,950
-100
1257
$146K 0.01%
+8,473
1258
$145K 0.01%
2,998
-3,211
1259
$145K 0.01%
+1,873
1260
$145K 0.01%
2,696
+110
1261
$145K 0.01%
6,168
+1,602
1262
$145K 0.01%
1,763
+218
1263
$144K 0.01%
4,070
+1,881
1264
$144K 0.01%
3,934
-199
1265
$144K 0.01%
1,465
-3,825
1266
$144K 0.01%
7,465
-190
1267
$143K 0.01%
2,398
+1,890
1268
$142K 0.01%
3,532
1269
$142K 0.01%
1,325
+140
1270
$142K 0.01%
5,315
-1,024
1271
$141K 0.01%
2,838
+2,667
1272
$141K 0.01%
4,445
1273
$140K 0.01%
3,072
1274
$140K 0.01%
2,844
+58
1275
$140K 0.01%
3,502
+3,384
49 50
51
52 53