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
2526
$14.4K ﹤0.01%
817
+4
2527
$14.3K ﹤0.01%
453
2528
$14.2K ﹤0.01%
334
2529
$14.1K ﹤0.01%
906
+106
2530
$14.1K ﹤0.01%
1,633
2531
$14.1K ﹤0.01%
887
+739
2532
$14.1K ﹤0.01%
131
+1
2533
$14.1K ﹤0.01%
55
2534
$14.1K ﹤0.01%
234
-71
2535
$14.1K ﹤0.01%
25
-103
2536
$14.1K ﹤0.01%
189
2537
$14.1K ﹤0.01%
450
2538
$14.1K ﹤0.01%
+388
2539
$14K ﹤0.01%
2,023
2540
$14K ﹤0.01%
500
2541
$13.9K ﹤0.01%
300
-10,125
2542
$13.8K ﹤0.01%
227
-226
2543
$13.8K ﹤0.01%
115
+50
2544
$13.8K ﹤0.01%
150
2545
$13.8K ﹤0.01%
500
2546
$13.8K ﹤0.01%
8,000
2547
$13.8K ﹤0.01%
886
+60
2548
$13.8K ﹤0.01%
454
+52
2549
$13.8K ﹤0.01%
500
2550
$13.8K ﹤0.01%
577
-2
100 101
102
103 104