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
1351
$114K ﹤0.01%
1,038
-30
1352
$114K ﹤0.01%
2,679
+2,016
1353
$114K ﹤0.01%
1,381
-9
1354
$114K ﹤0.01%
3,525
-879
1355
$113K ﹤0.01%
888
-3,542
1356
$113K ﹤0.01%
2,390
-1,281
1357
$113K ﹤0.01%
760
+30
1358
$113K ﹤0.01%
2,267
1359
$112K ﹤0.01%
1,481
+161
1360
$112K ﹤0.01%
1,075
+2
1361
$112K ﹤0.01%
1,681
+350
1362
$112K ﹤0.01%
958
1363
$112K ﹤0.01%
+2,097
1364
$111K ﹤0.01%
3,162
+306
1365
$111K ﹤0.01%
4,020
1366
$111K ﹤0.01%
2,941
+1,176
1367
$111K ﹤0.01%
1,101
1368
$111K ﹤0.01%
3,700
+3,300
1369
$111K ﹤0.01%
4,084
+116
1370
$111K ﹤0.01%
5,662
+1,229
1371
$111K ﹤0.01%
7,597
+2,104
1372
$111K ﹤0.01%
633
+12
1373
$111K ﹤0.01%
7,906
+680
1374
$111K ﹤0.01%
4,903
-354
1375
$110K ﹤0.01%
1,348
+43
53 54
55
56 57