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
2051
$27.4K ﹤0.01%
+1,163
2052
$27.4K ﹤0.01%
390
-25
2053
$27.4K ﹤0.01%
1,650
2054
$27.3K ﹤0.01%
10,714
+115
2055
$27.1K ﹤0.01%
244
+8
2056
$27.1K ﹤0.01%
346
-91
2057
$27.1K ﹤0.01%
2,484
+38
2058
$27.1K ﹤0.01%
302
2059
$27K ﹤0.01%
638
2060
$27K ﹤0.01%
815
+56
2061
$26.9K ﹤0.01%
650
2062
$26.9K ﹤0.01%
130
-4,587
2063
$26.8K ﹤0.01%
109
2064
$26.7K ﹤0.01%
+796
2065
$26.7K ﹤0.01%
274
+112
2066
$26.7K ﹤0.01%
1,000
2067
$26.6K ﹤0.01%
785
2068
$26.6K ﹤0.01%
1,462
2069
$26.6K ﹤0.01%
4,079
2070
$26.5K ﹤0.01%
182
2071
$26.5K ﹤0.01%
402
2072
$26.4K ﹤0.01%
690
+22
2073
$26.4K ﹤0.01%
1,693
+42
2074
$26.3K ﹤0.01%
416
2075
$26.3K ﹤0.01%
140
81 82
83
84 85