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
1451
$93.8K ﹤0.01%
3,878
+34
1452
$93.8K ﹤0.01%
2,030
+100
1453
$93.7K ﹤0.01%
7,780
1454
$93.3K ﹤0.01%
707
+53
1455
$93.1K ﹤0.01%
1,200
1456
$92.9K ﹤0.01%
6,631
+672
1457
$92.9K ﹤0.01%
1,538
-330
1458
$92.9K ﹤0.01%
1,536
+12
1459
$92.7K ﹤0.01%
608
1460
$92.7K ﹤0.01%
5,444
-1,488
1461
$92.6K ﹤0.01%
+5,400
1462
$92.4K ﹤0.01%
+3,175
1463
$92K ﹤0.01%
3,454
+3,300
1464
$91.7K ﹤0.01%
2,108
+1,799
1465
$91.6K ﹤0.01%
589
+222
1466
$91.4K ﹤0.01%
2,902
+506
1467
$91.3K ﹤0.01%
3,111
-45,663
1468
$91.2K ﹤0.01%
5,312
1469
$91K ﹤0.01%
2,367
-500
1470
$90.7K ﹤0.01%
2,175
+29
1471
$90.6K ﹤0.01%
881
+200
1472
$89.7K ﹤0.01%
3,190
-500
1473
$89.4K ﹤0.01%
1,839
+98
1474
$88.7K ﹤0.01%
2,699
+153
1475
$88.2K ﹤0.01%
7,200
57 58
59
60 61