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
1951
$33.1K ﹤0.01%
313
+127
1952
$33.1K ﹤0.01%
+3,664
1953
$33.1K ﹤0.01%
1,944
1954
$33K ﹤0.01%
1,000
1955
$33K ﹤0.01%
6,007
1956
$32.9K ﹤0.01%
351
+111
1957
$32.9K ﹤0.01%
298
+108
1958
$32.9K ﹤0.01%
1,423
1959
$32.9K ﹤0.01%
227
-24
1960
$32.8K ﹤0.01%
113
1961
$32.7K ﹤0.01%
6,000
1962
$32.6K ﹤0.01%
268
+135
1963
$32.5K ﹤0.01%
650
1964
$32.4K ﹤0.01%
358
+12
1965
$32.3K ﹤0.01%
905
1966
$32.2K ﹤0.01%
400
-27
1967
$32.2K ﹤0.01%
1,450
1968
$32.1K ﹤0.01%
610
-272
1969
$32.1K ﹤0.01%
365
+262
1970
$32K ﹤0.01%
562
+245
1971
$32K ﹤0.01%
311
1972
$32K ﹤0.01%
184
1973
$31.9K ﹤0.01%
491
-2
1974
$31.9K ﹤0.01%
2,608
+223
1975
$31.9K ﹤0.01%
492
77 78
79
80 81