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
2351
$14.5K ﹤0.01%
834
2352
$14.5K ﹤0.01%
+638
2353
$14.3K ﹤0.01%
+279
2354
$14.3K ﹤0.01%
1,000
-125
2355
$14.3K ﹤0.01%
895
+14
2356
$14.3K ﹤0.01%
692
2357
$14.2K ﹤0.01%
215
+85
2358
$14.2K ﹤0.01%
1,500
+1,050
2359
$14.2K ﹤0.01%
1,405
2360
$14.2K ﹤0.01%
105
-5,267
2361
$14.2K ﹤0.01%
276
+51
2362
$14.2K ﹤0.01%
40
2363
$14.2K ﹤0.01%
432
2364
$14K ﹤0.01%
450
2365
$14K ﹤0.01%
1,590
2366
$13.9K ﹤0.01%
+160
2367
$13.9K ﹤0.01%
550
2368
$13.7K ﹤0.01%
280
-28
2369
$13.7K ﹤0.01%
742
2370
$13.6K ﹤0.01%
2,300
+1,000
2371
$13.5K ﹤0.01%
639
+113
2372
$13.5K ﹤0.01%
189
-48
2373
$13.5K ﹤0.01%
726
+370
2374
$13.4K ﹤0.01%
1,800
2375
$13.4K ﹤0.01%
+715
93 94
95
96 97