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
1301
$132K 0.01%
1,022
1302
$132K 0.01%
8,583
+2,027
1303
$132K 0.01%
2,038
+248
1304
$131K 0.01%
2,504
1305
$131K 0.01%
932
+59
1306
$130K 0.01%
4,100
-690
1307
$130K 0.01%
6,731
-335
1308
$130K 0.01%
2,625
1309
$129K 0.01%
2,424
+693
1310
$129K 0.01%
2,227
+17
1311
$129K 0.01%
4,407
-1,115
1312
$129K 0.01%
3,727
1313
$128K 0.01%
1,201
-659
1314
$128K 0.01%
937
+86
1315
$127K ﹤0.01%
2,454
-516
1316
$127K ﹤0.01%
5,923
-200
1317
$127K ﹤0.01%
3,310
1318
$126K ﹤0.01%
2,653
+870
1319
$126K ﹤0.01%
1,151
-221
1320
$126K ﹤0.01%
+5,500
1321
$125K ﹤0.01%
2,440
-200
1322
$125K ﹤0.01%
1,260
-174
1323
$125K ﹤0.01%
1,379
+933
1324
$124K ﹤0.01%
5,628
+4,929
1325
$124K ﹤0.01%
2,007
+702
51 52
53
54 55