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
2201
$21K ﹤0.01%
4,982
2202
$20.9K ﹤0.01%
167
2203
$20.8K ﹤0.01%
1,194
2204
$20.8K ﹤0.01%
800
2205
$20.7K ﹤0.01%
1,500
2206
$20.7K ﹤0.01%
381
2207
$20.7K ﹤0.01%
645
2208
$20.6K ﹤0.01%
+600
2209
$20.5K ﹤0.01%
950
2210
$20.5K ﹤0.01%
500
2211
$20.5K ﹤0.01%
375
2212
$20.5K ﹤0.01%
219
2213
$20.4K ﹤0.01%
1,550
-209
2214
$20.4K ﹤0.01%
137
+71
2215
$20.3K ﹤0.01%
76
-19
2216
$20.3K ﹤0.01%
153
+4
2217
$20.3K ﹤0.01%
+641
2218
$20.1K ﹤0.01%
850
2219
$20.1K ﹤0.01%
228
2220
$20.1K ﹤0.01%
400
+150
2221
$20K ﹤0.01%
540
2222
$19.9K ﹤0.01%
666
+160
2223
$19.7K ﹤0.01%
982
+68
2224
$19.7K ﹤0.01%
297
2225
$19.7K ﹤0.01%
+431
87 88
89
90 91