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
151
$3.41M 0.13%
99,122
-631,478
152
$3.4M 0.13%
25,611
+571
153
$3.4M 0.13%
61,776
-294
154
$3.39M 0.13%
14,753
+48
155
$3.38M 0.13%
10,602
+1,761
156
$3.38M 0.13%
70,828
+2,429
157
$3.33M 0.13%
9,452
-1,383
158
$3.32M 0.13%
33,748
+2,189
159
$3.32M 0.13%
29,684
+1,019
160
$3.32M 0.13%
21,480
+106
161
$3.29M 0.13%
33,858
+3,691
162
$3.25M 0.13%
31,420
+174
163
$3.25M 0.13%
17,221
+1,551
164
$3.24M 0.13%
8,224
+924
165
$3.23M 0.13%
33,955
+794
166
$3.16M 0.12%
58,945
-180,552
167
$3.15M 0.12%
11,272
+2,213
168
$3.14M 0.12%
3,586
+188
169
$3.12M 0.12%
61,325
+8,055
170
$3.12M 0.12%
205,252
-46,600
171
$3.12M 0.12%
66,452
-1,166
172
$3.07M 0.12%
41,006
+6,991
173
$3.07M 0.12%
6,081
+16
174
$3.05M 0.12%
64,000
-12,680
175
$3.05M 0.12%
37,088
-1,202
5 6
7
8 9