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
2451
$11.6K ﹤0.01%
354
-405
2452
$11.5K ﹤0.01%
122
-10
2453
$11.5K ﹤0.01%
1,700
2454
$11.5K ﹤0.01%
300
2455
$11.5K ﹤0.01%
285
-2,031
2456
$11.5K ﹤0.01%
140
+7
2457
$11.5K ﹤0.01%
100
2458
$11.5K ﹤0.01%
+800
2459
$11.5K ﹤0.01%
67
2460
$11.4K ﹤0.01%
478
+3
2461
$11.4K ﹤0.01%
373
-223
2462
$11.4K ﹤0.01%
122
-41
2463
$11.4K ﹤0.01%
300
+213
2464
$11.4K ﹤0.01%
+400
2465
$11.4K ﹤0.01%
397
+4
2466
$11.3K ﹤0.01%
195
2467
$11.3K ﹤0.01%
+96
2468
$11.2K ﹤0.01%
329
-29
2469
$11.2K ﹤0.01%
1,650
2470
$11.2K ﹤0.01%
607
2471
$11.2K ﹤0.01%
300
+227
2472
$11.1K ﹤0.01%
110
-17
2473
$11K ﹤0.01%
38
-22
2474
$11K ﹤0.01%
1,392
2475
$11K ﹤0.01%
294
-431
97 98
99
100 101