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
1601
$66.2K ﹤0.01%
2,417
+429
1602
$66.1K ﹤0.01%
10,923
1603
$66.1K ﹤0.01%
408
+2
1604
$66K ﹤0.01%
1,764
1605
$66K ﹤0.01%
+1,150
1606
$66K ﹤0.01%
1,617
1607
$65.8K ﹤0.01%
312
+9
1608
$65.5K ﹤0.01%
+6,536
1609
$65.4K ﹤0.01%
7,939
+637
1610
$65.4K ﹤0.01%
218
-3
1611
$65.3K ﹤0.01%
+1,131
1612
$65.3K ﹤0.01%
2,415
+335
1613
$64.9K ﹤0.01%
3,410
+307
1614
$64.8K ﹤0.01%
1,541
+850
1615
$64.7K ﹤0.01%
1,300
1616
$64K ﹤0.01%
6,799
+517
1617
$63.7K ﹤0.01%
3,001
-731
1618
$63.6K ﹤0.01%
726
1619
$63.4K ﹤0.01%
5,072
-19,721
1620
$63.1K ﹤0.01%
200
1621
$63K ﹤0.01%
829
-3,069
1622
$63K ﹤0.01%
1,146
+181
1623
$62.9K ﹤0.01%
1,870
+780
1624
$62.9K ﹤0.01%
191
-6
1625
$62.8K ﹤0.01%
2,500
+1,000
63 64
65
66 67