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
2776
$8.11K ﹤0.01%
356
2777
$8.1K ﹤0.01%
135
2778
$8.03K ﹤0.01%
1,300
2779
$8.02K ﹤0.01%
130
2780
$8K ﹤0.01%
180
2781
$7.93K ﹤0.01%
121
+70
2782
$7.92K ﹤0.01%
109
+12
2783
$7.89K ﹤0.01%
406
2784
$7.86K ﹤0.01%
+500
2785
$7.83K ﹤0.01%
675
+125
2786
$7.8K ﹤0.01%
250
2787
$7.79K ﹤0.01%
354
+2
2788
$7.76K ﹤0.01%
+300
2789
$7.7K ﹤0.01%
634
2790
$7.61K ﹤0.01%
350
+240
2791
$7.61K ﹤0.01%
334
2792
$7.6K ﹤0.01%
350
2793
$7.6K ﹤0.01%
220
2794
$7.6K ﹤0.01%
304
2795
$7.59K ﹤0.01%
73
2796
$7.59K ﹤0.01%
+1,000
2797
$7.57K ﹤0.01%
+566
2798
$7.49K ﹤0.01%
291
2799
$7.48K ﹤0.01%
+188
2800
$7.47K ﹤0.01%
+100
110 111
112
113 114