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
2476
$16.3K ﹤0.01%
1,365
-1,086
2477
$16.3K ﹤0.01%
1,292
2478
$16.2K ﹤0.01%
500
2479
$16.2K ﹤0.01%
640
+400
2480
$16.1K ﹤0.01%
1,500
2481
$16K ﹤0.01%
800
2482
$16K ﹤0.01%
89
2483
$16K ﹤0.01%
5,300
2484
$15.9K ﹤0.01%
305
+75
2485
$15.9K ﹤0.01%
274
-139
2486
$15.9K ﹤0.01%
17,500
+10,000
2487
$15.9K ﹤0.01%
200
2488
$15.8K ﹤0.01%
250
2489
$15.8K ﹤0.01%
777
+500
2490
$15.7K ﹤0.01%
330
+50
2491
$15.7K ﹤0.01%
1,124
+216
2492
$15.7K ﹤0.01%
+1,600
2493
$15.5K ﹤0.01%
6,000
-1,140
2494
$15.5K ﹤0.01%
183
2495
$15.5K ﹤0.01%
1,160
+141
2496
$15.5K ﹤0.01%
1,200
-754
2497
$15.5K ﹤0.01%
204
+137
2498
$15.4K ﹤0.01%
788
-147
2499
$15.4K ﹤0.01%
800
2500
$15.4K ﹤0.01%
4,080
+2,770
98 99
100
101 102