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
1801
$43.1K ﹤0.01%
1,169
1802
$43K ﹤0.01%
1,435
1803
$42.9K ﹤0.01%
2,860
+213
1804
$42.8K ﹤0.01%
548
-11
1805
$42.8K ﹤0.01%
535
1806
$42.6K ﹤0.01%
1,166
1807
$42.6K ﹤0.01%
526
+61
1808
$42.6K ﹤0.01%
1,245
-8,298
1809
$42.5K ﹤0.01%
57
+4
1810
$42.4K ﹤0.01%
1,354
+50
1811
$42.1K ﹤0.01%
+620
1812
$42K ﹤0.01%
+13
1813
$42K ﹤0.01%
1,091
+1,042
1814
$41.9K ﹤0.01%
3,910
1815
$41.8K ﹤0.01%
479
1816
$41.8K ﹤0.01%
+716
1817
$41.6K ﹤0.01%
2,230
+1,658
1818
$41.4K ﹤0.01%
473
+144
1819
$41.4K ﹤0.01%
1,027
-498
1820
$41.3K ﹤0.01%
1,205
1821
$41.1K ﹤0.01%
5,000
1822
$41.1K ﹤0.01%
1,295
1823
$41.1K ﹤0.01%
501
+198
1824
$41.1K ﹤0.01%
1,102
-7,181
1825
$41.1K ﹤0.01%
2,200
71 72
73
74 75