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
2126
$24.5K ﹤0.01%
148
+5
2127
$24.4K ﹤0.01%
249
2128
$24.4K ﹤0.01%
858
2129
$24.4K ﹤0.01%
404
+379
2130
$24.3K ﹤0.01%
216
+130
2131
$24.3K ﹤0.01%
296
+116
2132
$24.2K ﹤0.01%
1,929
2133
$24.2K ﹤0.01%
867
2134
$24.1K ﹤0.01%
+650
2135
$24.1K ﹤0.01%
612
-77
2136
$24.1K ﹤0.01%
321
+290
2137
$24.1K ﹤0.01%
129
2138
$24K ﹤0.01%
2,393
2139
$23.7K ﹤0.01%
390
+168
2140
$23.6K ﹤0.01%
880
2141
$23.6K ﹤0.01%
246
-15
2142
$23.6K ﹤0.01%
772
-28
2143
$23.6K ﹤0.01%
365
+240
2144
$23.6K ﹤0.01%
2,050
2145
$23.6K ﹤0.01%
451
+352
2146
$23.5K ﹤0.01%
1,260
+260
2147
$23.5K ﹤0.01%
3,410
2148
$23.4K ﹤0.01%
203
+14
2149
$23.4K ﹤0.01%
243
2150
$23.4K ﹤0.01%
373
+124
84 85
86
87 88