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
1476
$88.1K ﹤0.01%
887
+734
1477
$86.7K ﹤0.01%
13,050
+2,450
1478
$86.5K ﹤0.01%
748
+1
1479
$86K ﹤0.01%
+3,326
1480
$85.5K ﹤0.01%
4,139
1481
$84K ﹤0.01%
297
-20
1482
$83.9K ﹤0.01%
3,200
-400
1483
$83.8K ﹤0.01%
2,550
+350
1484
$83.8K ﹤0.01%
263
+6
1485
$83.8K ﹤0.01%
155
-6
1486
$83.7K ﹤0.01%
1,723
1487
$83.6K ﹤0.01%
37,330
1488
$83.3K ﹤0.01%
2,593
-467
1489
$83K ﹤0.01%
2,243
+150
1490
$82.7K ﹤0.01%
7,227
+203
1491
$82.2K ﹤0.01%
2,550
+1,930
1492
$81.2K ﹤0.01%
8,745
+995
1493
$81.1K ﹤0.01%
7,800
1494
$80.7K ﹤0.01%
597
+201
1495
$80.7K ﹤0.01%
2,206
-14,664
1496
$80.1K ﹤0.01%
1,200
1497
$80.1K ﹤0.01%
4,200
1498
$80K ﹤0.01%
2,211
1499
$80K ﹤0.01%
3,035
1500
$79.4K ﹤0.01%
6,126
58 59
60
61 62