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
2876
$6.03K ﹤0.01%
33
-15
2877
$6K ﹤0.01%
2,000
2878
$6K ﹤0.01%
248
-21
2879
$5.99K ﹤0.01%
833
2880
$5.99K ﹤0.01%
68
-13
2881
$5.98K ﹤0.01%
174
+13
2882
$5.97K ﹤0.01%
+600
2883
$5.97K ﹤0.01%
148
2884
$5.93K ﹤0.01%
100
2885
$5.92K ﹤0.01%
146
2886
$5.89K ﹤0.01%
58
-58
2887
$5.87K ﹤0.01%
136
-32
2888
$5.84K ﹤0.01%
94
2889
$5.83K ﹤0.01%
150
2890
$5.8K ﹤0.01%
+1,000
2891
$5.79K ﹤0.01%
120
2892
$5.79K ﹤0.01%
283
2893
$5.78K ﹤0.01%
+42
2894
$5.77K ﹤0.01%
78
2895
$5.75K ﹤0.01%
80
-230
2896
$5.75K ﹤0.01%
+298
2897
$5.74K ﹤0.01%
+115
2898
$5.74K ﹤0.01%
201
-107
2899
$5.7K ﹤0.01%
330
2900
$5.68K ﹤0.01%
26
114 115
116
117 118