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
201
$2.7M 0.1%
11,029
+452
202
$2.67M 0.1%
12,181
+1,599
203
$2.64M 0.1%
29,377
+13,576
204
$2.64M 0.1%
50,366
+3,621
205
$2.61M 0.1%
10,695
+627
206
$2.61M 0.1%
8,858
+1,102
207
$2.6M 0.1%
35,124
+160
208
$2.58M 0.1%
32,290
+4,998
209
$2.56M 0.1%
42,261
-3,664
210
$2.56M 0.1%
41,418
+4,140
211
$2.55M 0.1%
15,352
+1,972
212
$2.48M 0.1%
11,277
-749
213
$2.47M 0.1%
61,553
+36
214
$2.47M 0.1%
11,346
-1,225
215
$2.47M 0.1%
28,458
+964
216
$2.44M 0.09%
14,702
-1,467
217
$2.43M 0.09%
6,415
+241
218
$2.43M 0.09%
28,477
+3,126
219
$2.38M 0.09%
13,050
+4,058
220
$2.37M 0.09%
30,527
+1,009
221
$2.36M 0.09%
73,703
+35,483
222
$2.36M 0.09%
20,148
+1,953
223
$2.36M 0.09%
42,717
+2,508
224
$2.34M 0.09%
14,479
-421
225
$2.34M 0.09%
34,862
+4,039
7 8
9
10 11