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
2701
$9.72K ﹤0.01%
911
2702
$9.71K ﹤0.01%
150
2703
$9.66K ﹤0.01%
200
2704
$9.66K ﹤0.01%
201
+1
2705
$9.59K ﹤0.01%
151
+130
2706
$9.58K ﹤0.01%
400
2707
$9.56K ﹤0.01%
575
2708
$9.54K ﹤0.01%
150
2709
$9.47K ﹤0.01%
308
2710
$9.47K ﹤0.01%
1,362
+473
2711
$9.41K ﹤0.01%
245
2712
$9.4K ﹤0.01%
155
2713
$9.39K ﹤0.01%
742
2714
$9.38K ﹤0.01%
1,590
2715
$9.31K ﹤0.01%
2,117
2716
$9.29K ﹤0.01%
170
-620
2717
$9.27K ﹤0.01%
100
2718
$9.26K ﹤0.01%
586
-906
2719
$9.21K ﹤0.01%
+1,270
2720
$9.19K ﹤0.01%
300
2721
$9.19K ﹤0.01%
276
2722
$9.19K ﹤0.01%
1,976
-18,710
2723
$9.15K ﹤0.01%
195
-100
2724
$9.15K ﹤0.01%
122
2725
$9.13K ﹤0.01%
695
+300
107 108
109
110 111