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
1901
$36.3K ﹤0.01%
295
+142
1902
$36K ﹤0.01%
3,000
1903
$35.9K ﹤0.01%
219
1904
$35.7K ﹤0.01%
780
+2
1905
$35.7K ﹤0.01%
638
-17,803
1906
$35.7K ﹤0.01%
1,400
1907
$35.6K ﹤0.01%
1,168
+250
1908
$35.5K ﹤0.01%
204
1909
$35.4K ﹤0.01%
150
+60
1910
$35.4K ﹤0.01%
915
1911
$35.4K ﹤0.01%
626
-276
1912
$35.4K ﹤0.01%
735
-18
1913
$35.3K ﹤0.01%
262
+103
1914
$35.3K ﹤0.01%
887
1915
$35.2K ﹤0.01%
474
1916
$35.2K ﹤0.01%
+1,143
1917
$35.1K ﹤0.01%
681
-435
1918
$34.9K ﹤0.01%
548
+155
1919
$34.9K ﹤0.01%
136
+43
1920
$34.8K ﹤0.01%
549
+2
1921
$34.8K ﹤0.01%
3,980
1922
$34.8K ﹤0.01%
756
+262
1923
$34.7K ﹤0.01%
3,440
1924
$34.7K ﹤0.01%
1,550
1925
$34.7K ﹤0.01%
629
75 76
77
78 79