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
2551
$13.7K ﹤0.01%
147
2552
$13.7K ﹤0.01%
+1,085
2553
$13.7K ﹤0.01%
+590
2554
$13.7K ﹤0.01%
781
2555
$13.6K ﹤0.01%
201
2556
$13.6K ﹤0.01%
385
-100
2557
$13.6K ﹤0.01%
700
2558
$13.5K ﹤0.01%
1,500
2559
$13.5K ﹤0.01%
700
2560
$13.5K ﹤0.01%
692
2561
$13.5K ﹤0.01%
600
2562
$13.5K ﹤0.01%
497
2563
$13.5K ﹤0.01%
526
-371
2564
$13.4K ﹤0.01%
+2,000
2565
$13.3K ﹤0.01%
1,000
2566
$13.3K ﹤0.01%
534
+90
2567
$13.3K ﹤0.01%
218
2568
$13.3K ﹤0.01%
486
-396
2569
$13.3K ﹤0.01%
432
2570
$13.3K ﹤0.01%
127
+14
2571
$13.3K ﹤0.01%
475
-229
2572
$13.2K ﹤0.01%
768
2573
$13.2K ﹤0.01%
450
+150
2574
$13.2K ﹤0.01%
6,200
+3,920
2575
$13.2K ﹤0.01%
595
+6
101 102
103
104 105