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
2726
$9.12K ﹤0.01%
787
2727
$9.11K ﹤0.01%
750
2728
$9.09K ﹤0.01%
175
2729
$9.08K ﹤0.01%
253
+99
2730
$9.06K ﹤0.01%
116
2731
$8.99K ﹤0.01%
322
-288
2732
$8.96K ﹤0.01%
+264
2733
$8.95K ﹤0.01%
1,150
2734
$8.94K ﹤0.01%
2
2735
$8.93K ﹤0.01%
91
2736
$8.92K ﹤0.01%
87
-1,791
2737
$8.92K ﹤0.01%
242
2738
$8.88K ﹤0.01%
1,000
2739
$8.88K ﹤0.01%
88
+47
2740
$8.87K ﹤0.01%
561
+6
2741
$8.82K ﹤0.01%
341
-6
2742
$8.82K ﹤0.01%
400
-33
2743
$8.82K ﹤0.01%
505
2744
$8.81K ﹤0.01%
612
+5
2745
$8.8K ﹤0.01%
300
2746
$8.8K ﹤0.01%
400
2747
$8.78K ﹤0.01%
65
2748
$8.75K ﹤0.01%
513
+4
2749
$8.74K ﹤0.01%
+300
2750
$8.73K ﹤0.01%
141
108 109
110
111 112