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
2751
$8.71K ﹤0.01%
240
2752
$8.69K ﹤0.01%
390
2753
$8.67K ﹤0.01%
175
2754
$8.6K ﹤0.01%
146
2755
$8.59K ﹤0.01%
166
2756
$8.58K ﹤0.01%
166
-1,000
2757
$8.49K ﹤0.01%
313
2758
$8.46K ﹤0.01%
146
2759
$8.43K ﹤0.01%
62
2760
$8.42K ﹤0.01%
3,280
2761
$8.4K ﹤0.01%
200
2762
$8.38K ﹤0.01%
146
+100
2763
$8.32K ﹤0.01%
+175
2764
$8.28K ﹤0.01%
500
2765
$8.25K ﹤0.01%
1,071
2766
$8.24K ﹤0.01%
427
+15
2767
$8.24K ﹤0.01%
632
+171
2768
$8.24K ﹤0.01%
72
2769
$8.22K ﹤0.01%
350
2770
$8.21K ﹤0.01%
309
-891
2771
$8.18K ﹤0.01%
1,200
+50
2772
$8.18K ﹤0.01%
312
2773
$8.17K ﹤0.01%
360
-500
2774
$8.14K ﹤0.01%
20
+4
2775
$8.11K ﹤0.01%
562
109 110
111
112 113