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
2326
$15.4K ﹤0.01%
271
+1
2327
$15.4K ﹤0.01%
+906
2328
$15.3K ﹤0.01%
243
+167
2329
$15.3K ﹤0.01%
943
2330
$15.2K ﹤0.01%
+546
2331
$15.1K ﹤0.01%
970
+22
2332
$15.1K ﹤0.01%
697
2333
$15K ﹤0.01%
725
-425
2334
$15K ﹤0.01%
360
2335
$15K ﹤0.01%
139
2336
$15K ﹤0.01%
+575
2337
$15K ﹤0.01%
+300
2338
$14.9K ﹤0.01%
413
2339
$14.9K ﹤0.01%
1,477
2340
$14.9K ﹤0.01%
576
+6
2341
$14.8K ﹤0.01%
988
2342
$14.8K ﹤0.01%
351
+221
2343
$14.7K ﹤0.01%
55
2344
$14.7K ﹤0.01%
400
-228
2345
$14.6K ﹤0.01%
140
2346
$14.6K ﹤0.01%
244
2347
$14.6K ﹤0.01%
200
2348
$14.6K ﹤0.01%
351
+55
2349
$14.6K ﹤0.01%
753
-555
2350
$14.5K ﹤0.01%
122
92 93
94
95 96