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
2851
$6.65K ﹤0.01%
100
2852
$6.62K ﹤0.01%
60
2853
$6.53K ﹤0.01%
210
2854
$6.49K ﹤0.01%
20
2855
$6.47K ﹤0.01%
215
2856
$6.44K ﹤0.01%
93
-49
2857
$6.44K ﹤0.01%
520
2858
$6.43K ﹤0.01%
239
-113
2859
$6.42K ﹤0.01%
1,414
-176
2860
$6.42K ﹤0.01%
110
2861
$6.39K ﹤0.01%
82
2862
$6.35K ﹤0.01%
750
2863
$6.34K ﹤0.01%
99
2864
$6.34K ﹤0.01%
21
2865
$6.34K ﹤0.01%
+200
2866
$6.32K ﹤0.01%
42
-90
2867
$6.32K ﹤0.01%
125
2868
$6.28K ﹤0.01%
194
+12
2869
$6.28K ﹤0.01%
247
-105
2870
$6.24K ﹤0.01%
211
2871
$6.21K ﹤0.01%
274
2872
$6.21K ﹤0.01%
90
2873
$6.1K ﹤0.01%
25
2874
$6.1K ﹤0.01%
305
2875
$6.05K ﹤0.01%
498
-1,947
113 114
115
116 117