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
1326
$124K ﹤0.01%
1,528
+33
1327
$123K ﹤0.01%
6,259
+1,262
1328
$123K ﹤0.01%
5,352
1329
$123K ﹤0.01%
8,048
+456
1330
$123K ﹤0.01%
3,011
-398
1331
$122K ﹤0.01%
7,448
+1,762
1332
$122K ﹤0.01%
4,796
+31
1333
$122K ﹤0.01%
1,862
1334
$121K ﹤0.01%
1,147
-97
1335
$121K ﹤0.01%
8,500
+200
1336
$120K ﹤0.01%
1,965
+435
1337
$120K ﹤0.01%
2,288
+55
1338
$119K ﹤0.01%
2,282
+1
1339
$119K ﹤0.01%
329
1340
$118K ﹤0.01%
1,212
1341
$118K ﹤0.01%
5,598
+140
1342
$118K ﹤0.01%
4,565
+500
1343
$118K ﹤0.01%
2,090
1344
$117K ﹤0.01%
3,895
-23
1345
$117K ﹤0.01%
+7,412
1346
$117K ﹤0.01%
5,474
-33
1347
$116K ﹤0.01%
2,800
-174,827
1348
$115K ﹤0.01%
3,495
+2,788
1349
$115K ﹤0.01%
1,093
+119
1350
$114K ﹤0.01%
2,295
+1,434
52 53
54
55 56