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
1551
$71.6K ﹤0.01%
1,773
+1
1552
$71.6K ﹤0.01%
494
-24
1553
$71.6K ﹤0.01%
1,100
+300
1554
$71.5K ﹤0.01%
494
-26
1555
$71.3K ﹤0.01%
1,591
-50
1556
$71.2K ﹤0.01%
1,956
+303
1557
$71.1K ﹤0.01%
1,930
-3,516
1558
$70.9K ﹤0.01%
721
1559
$70.9K ﹤0.01%
2,154
1560
$70.7K ﹤0.01%
8,140
+1,300
1561
$70.6K ﹤0.01%
+2,334
1562
$70.6K ﹤0.01%
432
-313
1563
$70.5K ﹤0.01%
1,848
+102
1564
$70.2K ﹤0.01%
1,256
+15
1565
$70.1K ﹤0.01%
888
-4,207
1566
$70.1K ﹤0.01%
826
1567
$69.9K ﹤0.01%
1,083
1568
$69.8K ﹤0.01%
6,092
+4,142
1569
$69.2K ﹤0.01%
1,380
1570
$68.6K ﹤0.01%
1,519
+13
1571
$68.4K ﹤0.01%
700
1572
$68.4K ﹤0.01%
1,300
-97
1573
$68.3K ﹤0.01%
+2,660
1574
$68.1K ﹤0.01%
2,648
+61
1575
$68K ﹤0.01%
880
+67
61 62
63
64 65