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
2626
$11.6K ﹤0.01%
407
+3
2627
$11.5K ﹤0.01%
1,349
+1,249
2628
$11.5K ﹤0.01%
342
2629
$11.5K ﹤0.01%
150
2630
$11.5K ﹤0.01%
142
2631
$11.4K ﹤0.01%
145
2632
$11.4K ﹤0.01%
499
+9
2633
$11.4K ﹤0.01%
1,100
2634
$11.4K ﹤0.01%
217
-1,235
2635
$11.3K ﹤0.01%
248
2636
$11.3K ﹤0.01%
101
+26
2637
$11.3K ﹤0.01%
404
2638
$11.2K ﹤0.01%
1,650
2639
$11.2K ﹤0.01%
1,600
-400
2640
$11.2K ﹤0.01%
93
2641
$11.2K ﹤0.01%
201
2642
$11.2K ﹤0.01%
+891
2643
$11.1K ﹤0.01%
500
-325
2644
$11.1K ﹤0.01%
50
2645
$11.1K ﹤0.01%
300
2646
$11.1K ﹤0.01%
+1,400
2647
$11.1K ﹤0.01%
300
2648
$11.1K ﹤0.01%
359
+122
2649
$11K ﹤0.01%
500
-250
2650
$11K ﹤0.01%
133
-46
104 105
106
107 108