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
2676
$10.2K ﹤0.01%
9
2677
$10.2K ﹤0.01%
176
2678
$10.1K ﹤0.01%
4,350
+1,500
2679
$10.1K ﹤0.01%
2,000
-100
2680
$10K ﹤0.01%
200
2681
$10K ﹤0.01%
248
-8
2682
$10K ﹤0.01%
173
2683
$10K ﹤0.01%
285
2684
$10K ﹤0.01%
450
2685
$10K ﹤0.01%
266
-73
2686
$9.98K ﹤0.01%
295
-100
2687
$9.96K ﹤0.01%
765
2688
$9.93K ﹤0.01%
1,000
2689
$9.89K ﹤0.01%
690
2690
$9.89K ﹤0.01%
949
-197
2691
$9.89K ﹤0.01%
335
2692
$9.88K ﹤0.01%
100
2693
$9.87K ﹤0.01%
693
+87
2694
$9.83K ﹤0.01%
160
-16,845
2695
$9.83K ﹤0.01%
592
+50
2696
$9.83K ﹤0.01%
175
2697
$9.81K ﹤0.01%
383
+200
2698
$9.78K ﹤0.01%
154
-732
2699
$9.76K ﹤0.01%
516
2700
$9.72K ﹤0.01%
198
106 107
108
109 110