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
$2.93B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$8.63M
3
+$8.23M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$7.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.01M

Top Sells

1
+$21.7M
2
+$12.8M
3
+$10.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.5M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$6.15M

Sector Composition

1 Technology 13.65%
2 Consumer Discretionary 5.31%
3 Healthcare 4.53%
4 Financials 3.9%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.72M 0.09%
3,561
-22
227
$2.72M 0.09%
108,920
+7,207
228
$2.71M 0.09%
12,777
-1,155
229
$2.71M 0.09%
14,494
+911
230
$2.7M 0.09%
16,360
+6,235
231
$2.69M 0.09%
6,484
+403
232
$2.69M 0.09%
16,641
-19
233
$2.65M 0.09%
51,064
+5,309
234
$2.63M 0.09%
13,846
-18,808
235
$2.62M 0.09%
52,963
+50,848
236
$2.61M 0.09%
82,094
-5,257
237
$2.61M 0.09%
20,805
+8,123
238
$2.6M 0.09%
16,420
+1,265
239
$2.6M 0.09%
138,992
+11,912
240
$2.59M 0.09%
29,037
+2,372
241
$2.54M 0.09%
18,842
-3,134
242
$2.53M 0.09%
10,478
+2,228
243
$2.53M 0.09%
55,125
-2,602
244
$2.52M 0.09%
68,660
+37,820
245
$2.52M 0.09%
19,087
+618
246
$2.51M 0.09%
37,865
+5,812
247
$2.5M 0.09%
24,885
+7,311
248
$2.49M 0.08%
53,893
+3,153
249
$2.45M 0.08%
22,370
-47,785
250
$2.43M 0.08%
22,196
-554
8 9
10
11 12