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
126
$3.95M 0.15%
16,594
-150
127
$3.91M 0.15%
37,642
+1,895
128
$3.9M 0.15%
74,571
+14,219
129
$3.89M 0.15%
16,846
+1,413
130
$3.88M 0.15%
10,019
-398
131
$3.86M 0.15%
48,754
-615
132
$3.85M 0.15%
37,714
-1,284
133
$3.81M 0.15%
15,155
+655
134
$3.77M 0.15%
32,536
-1,970
135
$3.75M 0.15%
33,826
+456
136
$3.75M 0.15%
176,017
+6,884
137
$3.74M 0.14%
130,783
+5,384
138
$3.64M 0.14%
92,968
+1,620
139
$3.63M 0.14%
68,530
+13,821
140
$3.58M 0.14%
10,350
+3
141
$3.58M 0.14%
63,761
+3,206
142
$3.54M 0.14%
86,660
+4,630
143
$3.53M 0.14%
208,912
+3,539
144
$3.53M 0.14%
77,943
+1,290
145
$3.52M 0.14%
35,629
+391
146
$3.51M 0.14%
74,066
+14,183
147
$3.47M 0.13%
7,547
+188
148
$3.47M 0.13%
60,847
+8,658
149
$3.44M 0.13%
64,080
-96,965
150
$3.41M 0.13%
14,232
-1,560
4 5
6
7 8