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
2401
$12.6K ﹤0.01%
207
+111
2402
$12.6K ﹤0.01%
3,000
2403
$12.6K ﹤0.01%
110
2404
$12.5K ﹤0.01%
5
2405
$12.5K ﹤0.01%
270
-100
2406
$12.5K ﹤0.01%
371
2407
$12.4K ﹤0.01%
1,257
-492
2408
$12.4K ﹤0.01%
400
2409
$12.4K ﹤0.01%
265
2410
$12.4K ﹤0.01%
1,500
2411
$12.4K ﹤0.01%
262
+32
2412
$12.3K ﹤0.01%
250
2413
$12.3K ﹤0.01%
402
+323
2414
$12.3K ﹤0.01%
+481
2415
$12.3K ﹤0.01%
497
2416
$12.2K ﹤0.01%
180
2417
$12.2K ﹤0.01%
100
2418
$12.2K ﹤0.01%
475
2419
$12.2K ﹤0.01%
908
-327
2420
$12.2K ﹤0.01%
508
+120
2421
$12.2K ﹤0.01%
485
2422
$12.2K ﹤0.01%
1,200
2423
$12.2K ﹤0.01%
267
2424
$12.2K ﹤0.01%
300
2425
$12.2K ﹤0.01%
2,771
-139
95 96
97
98 99