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
1576
$68K ﹤0.01%
5,000
1577
$68K ﹤0.01%
1,542
1578
$67.8K ﹤0.01%
313
+3
1579
$67.8K ﹤0.01%
3,442
-188
1580
$67.7K ﹤0.01%
1,171
+387
1581
$67.7K ﹤0.01%
1,265
+867
1582
$67.5K ﹤0.01%
+1,130
1583
$67.5K ﹤0.01%
3,798
+274
1584
$67.5K ﹤0.01%
678
1585
$67.5K ﹤0.01%
4,327
+48
1586
$67.5K ﹤0.01%
4,133
+1,510
1587
$67.4K ﹤0.01%
800
1588
$67.4K ﹤0.01%
1,184
-94
1589
$67.4K ﹤0.01%
2,337
+250
1590
$67K ﹤0.01%
351
+56
1591
$67K ﹤0.01%
7,779
+1,279
1592
$66.8K ﹤0.01%
1,000
1593
$66.8K ﹤0.01%
512
1594
$66.7K ﹤0.01%
1,400
1595
$66.7K ﹤0.01%
1,285
1596
$66.7K ﹤0.01%
340
+157
1597
$66.6K ﹤0.01%
2,686
1598
$66.6K ﹤0.01%
66
-865
1599
$66.6K ﹤0.01%
3,658
1600
$66.5K ﹤0.01%
766
+666
62 63
64
65 66