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
1826
$41K ﹤0.01%
+1,048
1827
$40.9K ﹤0.01%
676
1828
$40.9K ﹤0.01%
434
+156
1829
$40.8K ﹤0.01%
301
1830
$40.8K ﹤0.01%
1,306
+615
1831
$40.8K ﹤0.01%
192
-34
1832
$40.7K ﹤0.01%
614
+294
1833
$40.7K ﹤0.01%
253
+124
1834
$40.6K ﹤0.01%
1,535
+37
1835
$40.6K ﹤0.01%
268
+3
1836
$40.6K ﹤0.01%
685
-900
1837
$40.6K ﹤0.01%
183
+83
1838
$40.5K ﹤0.01%
4,601
+800
1839
$40.5K ﹤0.01%
600
+175
1840
$40.5K ﹤0.01%
380
1841
$40.4K ﹤0.01%
745
1842
$40.3K ﹤0.01%
629
+368
1843
$40.3K ﹤0.01%
918
+50
1844
$40.2K ﹤0.01%
1,297
+60
1845
$40.2K ﹤0.01%
1,262
+402
1846
$40.1K ﹤0.01%
2,612
1847
$39.9K ﹤0.01%
681
+1
1848
$39.9K ﹤0.01%
1,310
1849
$39.9K ﹤0.01%
650
1850
$39.9K ﹤0.01%
967
72 73
74
75 76