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
1851
$39.6K ﹤0.01%
2,100
1852
$39.6K ﹤0.01%
516
+166
1853
$39.6K ﹤0.01%
+455
1854
$39.5K ﹤0.01%
1,772
1855
$39.5K ﹤0.01%
1,211
+422
1856
$39.3K ﹤0.01%
1,201
+316
1857
$39.2K ﹤0.01%
400
+100
1858
$39.1K ﹤0.01%
349
+155
1859
$39.1K ﹤0.01%
3,850
1860
$39K ﹤0.01%
364
1861
$39K ﹤0.01%
1,460
+1,155
1862
$39K ﹤0.01%
1,467
-462
1863
$38.9K ﹤0.01%
757
-7,303
1864
$38.8K ﹤0.01%
1,895
1865
$38.7K ﹤0.01%
218
+41
1866
$38.7K ﹤0.01%
2,724
1867
$38.6K ﹤0.01%
740
+68
1868
$38.6K ﹤0.01%
1,070
+745
1869
$38.6K ﹤0.01%
301
-641
1870
$38.5K ﹤0.01%
2,054
1871
$38.5K ﹤0.01%
600
+501
1872
$38.4K ﹤0.01%
809
+246
1873
$38.4K ﹤0.01%
616
-396
1874
$38.3K ﹤0.01%
279
+91
1875
$38.3K ﹤0.01%
467
+159
73 74
75
76 77