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
2001
$30.5K ﹤0.01%
111
+19
2002
$30.4K ﹤0.01%
2,296
+1,275
2003
$30.4K ﹤0.01%
+1,100
2004
$30.4K ﹤0.01%
958
+115
2005
$30.3K ﹤0.01%
599
+520
2006
$30.2K ﹤0.01%
525
+35
2007
$30.1K ﹤0.01%
891
-566
2008
$30.1K ﹤0.01%
947
2009
$30.1K ﹤0.01%
+479
2010
$30K ﹤0.01%
2,486
+35
2011
$29.9K ﹤0.01%
145
-30
2012
$29.9K ﹤0.01%
831
2013
$29.9K ﹤0.01%
1,370
+58
2014
$29.8K ﹤0.01%
2,067
2015
$29.7K ﹤0.01%
339
-15
2016
$29.7K ﹤0.01%
703
+4
2017
$29.7K ﹤0.01%
152
+5
2018
$29.7K ﹤0.01%
124
+20
2019
$29.5K ﹤0.01%
500
2020
$29.4K ﹤0.01%
780
-120
2021
$29.4K ﹤0.01%
560
2022
$29.3K ﹤0.01%
348
2023
$29.2K ﹤0.01%
750
-12,056
2024
$29.2K ﹤0.01%
511
+286
2025
$28.9K ﹤0.01%
133
-10
79 80
81
82 83