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
1426
$99.3K ﹤0.01%
1,905
+6
1427
$99.3K ﹤0.01%
+2,472
1428
$99.1K ﹤0.01%
1,048
+30
1429
$98.5K ﹤0.01%
5,197
1430
$97.8K ﹤0.01%
1,341
-195
1431
$97K ﹤0.01%
2,318
1432
$97K ﹤0.01%
+1,675
1433
$96.8K ﹤0.01%
1,241
1434
$96.5K ﹤0.01%
1,187
+715
1435
$96.4K ﹤0.01%
994
+158
1436
$96.4K ﹤0.01%
12,000
+2,000
1437
$96K ﹤0.01%
+1,959
1438
$95.8K ﹤0.01%
+1,515
1439
$95.3K ﹤0.01%
1,184
+66
1440
$95.3K ﹤0.01%
1,657
+90
1441
$95.2K ﹤0.01%
703
-108
1442
$95K ﹤0.01%
2,729
+946
1443
$95K ﹤0.01%
3,800
1444
$94.7K ﹤0.01%
1,962
+13
1445
$94.7K ﹤0.01%
1,157
+451
1446
$94.6K ﹤0.01%
3,133
1447
$94.4K ﹤0.01%
5,755
1448
$94.3K ﹤0.01%
10,755
1449
$94.3K ﹤0.01%
2,053
1450
$93.8K ﹤0.01%
2,583
56 57
58
59 60