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
1976
$31.8K ﹤0.01%
427
+268
1977
$31.7K ﹤0.01%
1,294
1978
$31.7K ﹤0.01%
458
1979
$31.7K ﹤0.01%
+553
1980
$31.7K ﹤0.01%
797
-10
1981
$31.5K ﹤0.01%
734
1982
$31.5K ﹤0.01%
798
-102
1983
$31.5K ﹤0.01%
1,825
-200
1984
$31.4K ﹤0.01%
1,093
+9
1985
$31.3K ﹤0.01%
433
1986
$31.3K ﹤0.01%
4,746
+86
1987
$31.2K ﹤0.01%
700
1988
$31.2K ﹤0.01%
1,541
+996
1989
$31.1K ﹤0.01%
270
+125
1990
$31.1K ﹤0.01%
258
1991
$31K ﹤0.01%
700
1992
$31K ﹤0.01%
+1,203
1993
$31K ﹤0.01%
2,258
+1,358
1994
$30.9K ﹤0.01%
586
1995
$30.9K ﹤0.01%
599
+49
1996
$30.9K ﹤0.01%
441
1997
$30.8K ﹤0.01%
+785
1998
$30.8K ﹤0.01%
6,600
+1,300
1999
$30.7K ﹤0.01%
484
-56
2000
$30.6K ﹤0.01%
1,413
+300
78 79
80
81 82