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
1726
$50.3K ﹤0.01%
1,775
+60
1727
$50.2K ﹤0.01%
3,763
+37
1728
$50.1K ﹤0.01%
2,145
-265
1729
$49.7K ﹤0.01%
249
-3,323
1730
$49.6K ﹤0.01%
641
+228
1731
$49.6K ﹤0.01%
1,438
1732
$49.5K ﹤0.01%
809
+235
1733
$49.5K ﹤0.01%
1,537
+23
1734
$49.4K ﹤0.01%
217
1735
$49.3K ﹤0.01%
1,176
+6
1736
$49.2K ﹤0.01%
2,151
+620
1737
$49K ﹤0.01%
1,272
1738
$49K ﹤0.01%
420
+333
1739
$48.6K ﹤0.01%
548
+76
1740
$48.6K ﹤0.01%
125
+59
1741
$48.4K ﹤0.01%
1,800
+300
1742
$48.3K ﹤0.01%
1,176
-107
1743
$48.3K ﹤0.01%
2,900
+515
1744
$48.1K ﹤0.01%
445
-17
1745
$48K ﹤0.01%
+1,567
1746
$47.8K ﹤0.01%
1,918
+626
1747
$47.6K ﹤0.01%
1,025
+895
1748
$47.6K ﹤0.01%
4,930
+913
1749
$47.5K ﹤0.01%
4,000
1750
$47.4K ﹤0.01%
1,318
+6
68 69
70
71 72