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
2076
$26.3K ﹤0.01%
214
+38
2077
$26.3K ﹤0.01%
806
-149
2078
$26.2K ﹤0.01%
1,327
+1,174
2079
$26.2K ﹤0.01%
152
2080
$26.2K ﹤0.01%
4,000
2081
$26.2K ﹤0.01%
1,225
2082
$26.2K ﹤0.01%
1,053
+614
2083
$26.1K ﹤0.01%
590
-80
2084
$26.1K ﹤0.01%
350
2085
$26K ﹤0.01%
866
+500
2086
$26K ﹤0.01%
+700
2087
$25.9K ﹤0.01%
+2,250
2088
$25.9K ﹤0.01%
+1,545
2089
$25.9K ﹤0.01%
1,847
+17
2090
$25.9K ﹤0.01%
622
-340
2091
$25.8K ﹤0.01%
1,104
+12
2092
$25.8K ﹤0.01%
580
-2,040
2093
$25.8K ﹤0.01%
183
-130
2094
$25.7K ﹤0.01%
312
+13
2095
$25.7K ﹤0.01%
810
-14
2096
$25.6K ﹤0.01%
364
+3
2097
$25.6K ﹤0.01%
1,215
+89
2098
$25.5K ﹤0.01%
654
-17
2099
$25.4K ﹤0.01%
602
+5
2100
$25.4K ﹤0.01%
572
82 83
84
85 86