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
2826
$7.12K ﹤0.01%
200
2827
$7.1K ﹤0.01%
203
-122
2828
$7.09K ﹤0.01%
2,250
2829
$7.06K ﹤0.01%
319
+9
2830
$7.04K ﹤0.01%
128
2831
$7.04K ﹤0.01%
83
+17
2832
$6.99K ﹤0.01%
+88
2833
$6.96K ﹤0.01%
84
+4
2834
$6.95K ﹤0.01%
400
2835
$6.95K ﹤0.01%
792
2836
$6.94K ﹤0.01%
+454
2837
$6.93K ﹤0.01%
214
2838
$6.91K ﹤0.01%
50
2839
$6.91K ﹤0.01%
202
+89
2840
$6.91K ﹤0.01%
175
-545
2841
$6.89K ﹤0.01%
140
2842
$6.84K ﹤0.01%
532
+332
2843
$6.84K ﹤0.01%
136
2844
$6.83K ﹤0.01%
1,599
2845
$6.83K ﹤0.01%
+325
2846
$6.76K ﹤0.01%
242
+56
2847
$6.74K ﹤0.01%
450
-350
2848
$6.72K ﹤0.01%
800
2849
$6.71K ﹤0.01%
140
-7
2850
$6.67K ﹤0.01%
150
112 113
114
115 116