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
1701
$54.2K ﹤0.01%
1,437
1702
$54.2K ﹤0.01%
9,150
1703
$54K ﹤0.01%
78
+17
1704
$54K ﹤0.01%
1,291
+291
1705
$53.9K ﹤0.01%
914
+362
1706
$53.7K ﹤0.01%
2,800
1707
$53.7K ﹤0.01%
1,561
1708
$53.6K ﹤0.01%
447
+180
1709
$53.3K ﹤0.01%
302
+108
1710
$53.2K ﹤0.01%
342
+121
1711
$53.1K ﹤0.01%
1,637
+558
1712
$53.1K ﹤0.01%
880
-360
1713
$53.1K ﹤0.01%
328
-5
1714
$52.7K ﹤0.01%
424
+52
1715
$52.6K ﹤0.01%
951
-771
1716
$52.4K ﹤0.01%
311
-47
1717
$52.4K ﹤0.01%
2,040
+862
1718
$52.4K ﹤0.01%
1,903
+23
1719
$52.2K ﹤0.01%
2,073
+459
1720
$52.2K ﹤0.01%
1,494
-1,600
1721
$52.1K ﹤0.01%
482
+110
1722
$51.5K ﹤0.01%
958
+662
1723
$51.4K ﹤0.01%
1,015
+623
1724
$51K ﹤0.01%
2,799
+399
1725
$50.6K ﹤0.01%
1,185
67 68
69
70 71