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
2026
$28.9K ﹤0.01%
220
+86
2027
$28.9K ﹤0.01%
895
+107
2028
$28.7K ﹤0.01%
+720
2029
$28.7K ﹤0.01%
+310
2030
$28.6K ﹤0.01%
634
2031
$28.4K ﹤0.01%
3,009
2032
$28.4K ﹤0.01%
364
2033
$28.4K ﹤0.01%
519
+18
2034
$28.4K ﹤0.01%
333
+2
2035
$28.3K ﹤0.01%
854
-818
2036
$28.3K ﹤0.01%
108
+50
2037
$28.2K ﹤0.01%
469
+26
2038
$28.2K ﹤0.01%
800
2039
$28.2K ﹤0.01%
193
+160
2040
$28K ﹤0.01%
4,504
+612
2041
$27.9K ﹤0.01%
300
2042
$27.9K ﹤0.01%
+657
2043
$27.9K ﹤0.01%
1,025
2044
$27.8K ﹤0.01%
+1,491
2045
$27.8K ﹤0.01%
763
+423
2046
$27.7K ﹤0.01%
303
+60
2047
$27.6K ﹤0.01%
630
+70
2048
$27.6K ﹤0.01%
518
+44
2049
$27.6K ﹤0.01%
2,850
-2,000
2050
$27.6K ﹤0.01%
1,578
-224
80 81
82
83 84