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
2501
$15.4K ﹤0.01%
+4,000
2502
$15.3K ﹤0.01%
655
-119
2503
$15.3K ﹤0.01%
1,402
+1,252
2504
$15.2K ﹤0.01%
293
+18
2505
$15.2K ﹤0.01%
1,099
2506
$15K ﹤0.01%
386
2507
$15K ﹤0.01%
500
+435
2508
$14.9K ﹤0.01%
3,440
2509
$14.9K ﹤0.01%
393
2510
$14.9K ﹤0.01%
572
2511
$14.9K ﹤0.01%
684
2512
$14.8K ﹤0.01%
670
2513
$14.7K ﹤0.01%
1,100
2514
$14.7K ﹤0.01%
38
+10
2515
$14.7K ﹤0.01%
735
+9
2516
$14.5K ﹤0.01%
378
+5
2517
$14.5K ﹤0.01%
650
2518
$14.5K ﹤0.01%
850
2519
$14.5K ﹤0.01%
518
2520
$14.5K ﹤0.01%
431
+217
2521
$14.4K ﹤0.01%
+1,100
2522
$14.4K ﹤0.01%
+312
2523
$14.4K ﹤0.01%
162
2524
$14.4K ﹤0.01%
2,000
2525
$14.4K ﹤0.01%
99
99 100
101
102 103