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
1276
$140K 0.01%
9,457
+804
1277
$139K 0.01%
1,485
+79
1278
$139K 0.01%
704
-4,267
1279
$139K 0.01%
6,241
+7
1280
$139K 0.01%
9,222
1281
$139K 0.01%
1,708
-21
1282
$138K 0.01%
13,020
1283
$138K 0.01%
13,000
-1,500
1284
$138K 0.01%
3,799
+3,494
1285
$137K 0.01%
1,428
+753
1286
$137K 0.01%
1,867
+70
1287
$137K 0.01%
3,046
+70
1288
$136K 0.01%
2,484
+231
1289
$136K 0.01%
4,098
-119
1290
$136K 0.01%
7,038
1291
$135K 0.01%
1,817
+390
1292
$135K 0.01%
660
+189
1293
$135K 0.01%
2,629
+2,536
1294
$135K 0.01%
3,075
1295
$134K 0.01%
2,252
+300
1296
$134K 0.01%
1,600
+155
1297
$134K 0.01%
975
+163
1298
$133K 0.01%
7,168
+1,352
1299
$133K 0.01%
2,063
+391
1300
$132K 0.01%
3,150
50 51
52
53 54