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
2101
$25.3K ﹤0.01%
288
2102
$25.3K ﹤0.01%
1,201
+10
2103
$25.3K ﹤0.01%
971
+927
2104
$25.3K ﹤0.01%
859
+525
2105
$25.3K ﹤0.01%
182
2106
$25.2K ﹤0.01%
530
+204
2107
$25.2K ﹤0.01%
357
+22
2108
$25.1K ﹤0.01%
692
+588
2109
$24.9K ﹤0.01%
729
+210
2110
$24.9K ﹤0.01%
613
2111
$24.9K ﹤0.01%
1,100
2112
$24.8K ﹤0.01%
295
2113
$24.8K ﹤0.01%
799
2114
$24.8K ﹤0.01%
1,118
+50
2115
$24.7K ﹤0.01%
839
+229
2116
$24.7K ﹤0.01%
+1,000
2117
$24.7K ﹤0.01%
311
2118
$24.6K ﹤0.01%
1,467
-2,474
2119
$24.6K ﹤0.01%
1,817
-872
2120
$24.6K ﹤0.01%
1,035
2121
$24.6K ﹤0.01%
378
2122
$24.5K ﹤0.01%
453
2123
$24.5K ﹤0.01%
500
2124
$24.5K ﹤0.01%
220
2125
$24.5K ﹤0.01%
288
+130
83 84
85
86 87