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
2576
$13.2K ﹤0.01%
568
+408
2577
$13.1K ﹤0.01%
+168
2578
$13.1K ﹤0.01%
267
2579
$13.1K ﹤0.01%
157
+68
2580
$13.1K ﹤0.01%
250
2581
$13.1K ﹤0.01%
938
+16
2582
$13.1K ﹤0.01%
487
2583
$13K ﹤0.01%
170
2584
$13K ﹤0.01%
+351
2585
$13K ﹤0.01%
550
2586
$13K ﹤0.01%
1,765
2587
$12.9K ﹤0.01%
400
2588
$12.9K ﹤0.01%
300
-401
2589
$12.8K ﹤0.01%
371
2590
$12.7K ﹤0.01%
396
-400
2591
$12.6K ﹤0.01%
432
-94
2592
$12.6K ﹤0.01%
233
-2
2593
$12.6K ﹤0.01%
200
2594
$12.6K ﹤0.01%
200
2595
$12.5K ﹤0.01%
252
2596
$12.5K ﹤0.01%
850
2597
$12.4K ﹤0.01%
413
2598
$12.4K ﹤0.01%
38
2599
$12.4K ﹤0.01%
1,046
+233
2600
$12.4K ﹤0.01%
267
102 103
104
105 106