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
1401
$104K ﹤0.01%
661
+94
1402
$104K ﹤0.01%
3,253
+14
1403
$104K ﹤0.01%
4,991
+132
1404
$104K ﹤0.01%
4,434
+1,296
1405
$104K ﹤0.01%
+2,000
1406
$103K ﹤0.01%
6,675
+444
1407
$103K ﹤0.01%
1,270
+139
1408
$103K ﹤0.01%
+2,750
1409
$103K ﹤0.01%
2,453
+1,700
1410
$102K ﹤0.01%
1,281
+312
1411
$102K ﹤0.01%
1,734
+650
1412
$102K ﹤0.01%
6,110
-2,148
1413
$102K ﹤0.01%
3,835
+367
1414
$102K ﹤0.01%
887
+26
1415
$102K ﹤0.01%
3,684
-42
1416
$101K ﹤0.01%
6,300
1417
$101K ﹤0.01%
157
+37
1418
$101K ﹤0.01%
+3,620
1419
$101K ﹤0.01%
+3,430
1420
$101K ﹤0.01%
660
1421
$100K ﹤0.01%
1,925
-1,762
1422
$100K ﹤0.01%
6,159
+2,729
1423
$100K ﹤0.01%
2,300
1424
$100K ﹤0.01%
+3,281
1425
$99.3K ﹤0.01%
4,066
55 56
57
58 59