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
1926
$34.6K ﹤0.01%
307
-27
1927
$34.5K ﹤0.01%
1,500
1928
$34.5K ﹤0.01%
712
1929
$34.5K ﹤0.01%
1,498
+17
1930
$34.4K ﹤0.01%
831
+529
1931
$34.3K ﹤0.01%
1,950
1932
$34.3K ﹤0.01%
2,039
+48
1933
$34.3K ﹤0.01%
334
+8
1934
$34.2K ﹤0.01%
1,620
+390
1935
$34.1K ﹤0.01%
3,500
1936
$34.1K ﹤0.01%
5,496
+18
1937
$34K ﹤0.01%
477
+5
1938
$33.7K ﹤0.01%
453
-22
1939
$33.6K ﹤0.01%
612
+4
1940
$33.6K ﹤0.01%
1,031
1941
$33.6K ﹤0.01%
542
+17
1942
$33.6K ﹤0.01%
3,614
1943
$33.5K ﹤0.01%
861
-275
1944
$33.4K ﹤0.01%
895
1945
$33.4K ﹤0.01%
1,358
1946
$33.4K ﹤0.01%
1,168
+29
1947
$33.3K ﹤0.01%
513
1948
$33.2K ﹤0.01%
647
1949
$33.2K ﹤0.01%
286
+118
1950
$33.2K ﹤0.01%
950
76 77
78
79 80