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
251
$2.42M 0.08%
13,203
+3,652
252
$2.41M 0.08%
7,558
+42
253
$2.39M 0.08%
33,123
+3,712
254
$2.38M 0.08%
11,301
+157
255
$2.36M 0.08%
21,130
+3,416
256
$2.34M 0.08%
34,570
+3,030
257
$2.33M 0.08%
13,690
+1,891
258
$2.31M 0.08%
22,148
+5,546
259
$2.25M 0.08%
30,575
+365
260
$2.24M 0.08%
29,511
+4,088
261
$2.23M 0.08%
+66,345
262
$2.22M 0.08%
18,768
+250
263
$2.22M 0.08%
21,521
-1,207
264
$2.21M 0.08%
18,826
+2,620
265
$2.15M 0.07%
81,466
+80,666
266
$2.14M 0.07%
56,827
+15,770
267
$2.13M 0.07%
61,885
+331
268
$2.12M 0.07%
34,577
+26,160
269
$2.12M 0.07%
14,230
+1,138
270
$2.11M 0.07%
31,802
-143,488
271
$2.1M 0.07%
55,454
+43,371
272
$2.1M 0.07%
34,650
+1,788
273
$2.08M 0.07%
86,104
+62,763
274
$2.06M 0.07%
35,532
+1,905
275
$2.03M 0.07%
53,026
+31,009
9 10
11
12 13