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
1501
$79.3K ﹤0.01%
2,056
-25
1502
$79.3K ﹤0.01%
612
-31
1503
$79.2K ﹤0.01%
9,302
+403
1504
$78.5K ﹤0.01%
482
+105
1505
$78.2K ﹤0.01%
815
+105
1506
$78.2K ﹤0.01%
1,000
1507
$78.1K ﹤0.01%
5,506
+43
1508
$77.9K ﹤0.01%
2,937
+244
1509
$77.8K ﹤0.01%
1,722
+33
1510
$77.5K ﹤0.01%
327
+5
1511
$77.4K ﹤0.01%
2,081
1512
$77.3K ﹤0.01%
14,529
+60
1513
$77.3K ﹤0.01%
1,678
-268
1514
$77.3K ﹤0.01%
4,525
1515
$77.1K ﹤0.01%
2,251
-63
1516
$77K ﹤0.01%
1,978
1517
$76.4K ﹤0.01%
348
+11
1518
$76.3K ﹤0.01%
9,175
-108
1519
$76.2K ﹤0.01%
2,850
1520
$75.9K ﹤0.01%
+2,994
1521
$75.9K ﹤0.01%
1,125
-305
1522
$75.7K ﹤0.01%
1,208
+5
1523
$75.6K ﹤0.01%
390
1524
$75.5K ﹤0.01%
1,245
-315
1525
$74.8K ﹤0.01%
3,633
+333
59 60
61
62 63