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
176
$3.04M 0.12%
41,468
+13,832
177
$3M 0.12%
91,277
+31,101
178
$3M 0.12%
56,639
+10,719
179
$2.97M 0.12%
25,799
+3,228
180
$2.96M 0.11%
40,239
-1,037
181
$2.95M 0.11%
18,194
-10,019
182
$2.94M 0.11%
12,178
+1,977
183
$2.93M 0.11%
46,355
+1,111
184
$2.9M 0.11%
28,317
+1,127
185
$2.89M 0.11%
54,647
+39,357
186
$2.88M 0.11%
25,552
+3,228
187
$2.87M 0.11%
20,494
+2,296
188
$2.86M 0.11%
17,312
+5,863
189
$2.86M 0.11%
17,542
+6,464
190
$2.85M 0.11%
52,622
+3,070
191
$2.84M 0.11%
12,968
+1,439
192
$2.84M 0.11%
42,521
-2,297
193
$2.83M 0.11%
+92,592
194
$2.81M 0.11%
133,163
+45,729
195
$2.78M 0.11%
43,800
+7,438
196
$2.78M 0.11%
160,188
+152,862
197
$2.73M 0.11%
17,725
-7,353
198
$2.73M 0.11%
23,717
-1,053
199
$2.72M 0.11%
131,881
-47,452
200
$2.72M 0.11%
14,003
+443
6 7
8
9 10