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
2801
$7.47K ﹤0.01%
250
2802
$7.45K ﹤0.01%
504
2803
$7.45K ﹤0.01%
459
-204
2804
$7.43K ﹤0.01%
453
+298
2805
$7.42K ﹤0.01%
1,000
2806
$7.41K ﹤0.01%
4,632
-1,000
2807
$7.4K ﹤0.01%
2,000
2808
$7.38K ﹤0.01%
+257
2809
$7.38K ﹤0.01%
+586
2810
$7.36K ﹤0.01%
83
2811
$7.35K ﹤0.01%
569
2812
$7.34K ﹤0.01%
747
2813
$7.34K ﹤0.01%
500
2814
$7.3K ﹤0.01%
100
+50
2815
$7.29K ﹤0.01%
300
2816
$7.22K ﹤0.01%
1,000
2817
$7.22K ﹤0.01%
258
2818
$7.2K ﹤0.01%
1,500
+1,363
2819
$7.19K ﹤0.01%
64
2820
$7.18K ﹤0.01%
143
2821
$7.17K ﹤0.01%
138
+85
2822
$7.17K ﹤0.01%
384
2823
$7.16K ﹤0.01%
160
2824
$7.16K ﹤0.01%
97
2825
$7.14K ﹤0.01%
105
111 112
113
114 115