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
2176
$22.2K ﹤0.01%
1,197
-929
2177
$22.1K ﹤0.01%
234
2178
$22.1K ﹤0.01%
477
-3,218
2179
$22K ﹤0.01%
5
+2
2180
$22K ﹤0.01%
360
+96
2181
$21.8K ﹤0.01%
350
2182
$21.8K ﹤0.01%
1,576
2183
$21.7K ﹤0.01%
300
2184
$21.7K ﹤0.01%
1,373
-1,973
2185
$21.6K ﹤0.01%
641
+42
2186
$21.6K ﹤0.01%
704
+177
2187
$21.6K ﹤0.01%
+7,500
2188
$21.6K ﹤0.01%
+565
2189
$21.5K ﹤0.01%
+1,009
2190
$21.5K ﹤0.01%
1,173
2191
$21.5K ﹤0.01%
803
-834
2192
$21.4K ﹤0.01%
3,777
+6
2193
$21.3K ﹤0.01%
468
2194
$21.3K ﹤0.01%
499
2195
$21.2K ﹤0.01%
925
2196
$21.2K ﹤0.01%
453
+299
2197
$21.2K ﹤0.01%
5,675
2198
$21.1K ﹤0.01%
5,000
2199
$21.1K ﹤0.01%
450
2200
$21K ﹤0.01%
160
86 87
88
89 90