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
2651
$10.9K ﹤0.01%
208
2652
$10.9K ﹤0.01%
400
2653
$10.8K ﹤0.01%
286
-24
2654
$10.8K ﹤0.01%
90
2655
$10.8K ﹤0.01%
1,283
+887
2656
$10.8K ﹤0.01%
7
2657
$10.8K ﹤0.01%
233
-5
2658
$10.7K ﹤0.01%
306
2659
$10.7K ﹤0.01%
189
2660
$10.7K ﹤0.01%
152
+1
2661
$10.7K ﹤0.01%
195
2662
$10.7K ﹤0.01%
450
2663
$10.7K ﹤0.01%
2,995
2664
$10.7K ﹤0.01%
700
2665
$10.6K ﹤0.01%
370
+170
2666
$10.6K ﹤0.01%
373
2667
$10.5K ﹤0.01%
31
-5
2668
$10.5K ﹤0.01%
362
2669
$10.5K ﹤0.01%
363
2670
$10.5K ﹤0.01%
295
2671
$10.5K ﹤0.01%
252
+192
2672
$10.5K ﹤0.01%
355
2673
$10.4K ﹤0.01%
558
2674
$10.4K ﹤0.01%
815
2675
$10.4K ﹤0.01%
213
-50
105 106
107
108 109