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
2301
$16.3K ﹤0.01%
1,300
2302
$16.2K ﹤0.01%
394
+289
2303
$16.2K ﹤0.01%
230
2304
$16.2K ﹤0.01%
+1,000
2305
$16K ﹤0.01%
150
2306
$16K ﹤0.01%
99
+86
2307
$15.9K ﹤0.01%
136
2308
$15.9K ﹤0.01%
1,295
+936
2309
$15.9K ﹤0.01%
2,350
+28
2310
$15.9K ﹤0.01%
1,000
2311
$15.8K ﹤0.01%
500
2312
$15.8K ﹤0.01%
670
2313
$15.8K ﹤0.01%
544
-43
2314
$15.8K ﹤0.01%
1,051
2315
$15.7K ﹤0.01%
+442
2316
$15.7K ﹤0.01%
650
2317
$15.7K ﹤0.01%
246
-37
2318
$15.6K ﹤0.01%
+778
2319
$15.6K ﹤0.01%
263
-50
2320
$15.6K ﹤0.01%
183
2321
$15.6K ﹤0.01%
45
-10
2322
$15.5K ﹤0.01%
125
2323
$15.5K ﹤0.01%
444
2324
$15.4K ﹤0.01%
+468
2325
$15.4K ﹤0.01%
1,765
91 92
93
94 95