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 12.74%
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
2151
$23.4K ﹤0.01%
500
2152
$23.3K ﹤0.01%
955
-45
2153
$23.3K ﹤0.01%
181
+25
2154
$23.2K ﹤0.01%
515
2155
$23.2K ﹤0.01%
2,010
+200
2156
$23.1K ﹤0.01%
30
+2
2157
$23K ﹤0.01%
297
2158
$23K ﹤0.01%
+382
2159
$23K ﹤0.01%
5,081
+500
2160
$22.9K ﹤0.01%
500
2161
$22.9K ﹤0.01%
+1,380
2162
$22.9K ﹤0.01%
415
+72
2163
$22.8K ﹤0.01%
440
+300
2164
$22.7K ﹤0.01%
2,000
2165
$22.7K ﹤0.01%
2,040
2166
$22.7K ﹤0.01%
490
2167
$22.7K ﹤0.01%
417
-100
2168
$22.6K ﹤0.01%
299
+179
2169
$22.5K ﹤0.01%
1,050
+600
2170
$22.5K ﹤0.01%
1,557
2171
$22.4K ﹤0.01%
420
-200
2172
$22.3K ﹤0.01%
3,000
2173
$22.3K ﹤0.01%
+266
2174
$22.2K ﹤0.01%
286
-83
2175
$22.2K ﹤0.01%
650
+38
85 86
87
88 89