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
2901
$5.68K ﹤0.01%
200
-100
2902
$5.66K ﹤0.01%
143
2903
$5.65K ﹤0.01%
160
2904
$5.63K ﹤0.01%
1,260
2905
$5.61K ﹤0.01%
+50
2906
$5.6K ﹤0.01%
137
+52
2907
$5.6K ﹤0.01%
40
2908
$5.59K ﹤0.01%
250
2909
$5.56K ﹤0.01%
438
-17
2910
$5.53K ﹤0.01%
1,084
2911
$5.52K ﹤0.01%
+266
2912
$5.51K ﹤0.01%
146
2913
$5.47K ﹤0.01%
288
-20
2914
$5.45K ﹤0.01%
81
2915
$5.39K ﹤0.01%
600
-150
2916
$5.39K ﹤0.01%
+449
2917
$5.38K ﹤0.01%
150
+122
2918
$5.34K ﹤0.01%
100
2919
$5.31K ﹤0.01%
290
2920
$5.29K ﹤0.01%
150
2921
$5.28K ﹤0.01%
350
2922
$5.27K ﹤0.01%
244
2923
$5.26K ﹤0.01%
+258
2924
$5.26K ﹤0.01%
175
2925
$5.15K ﹤0.01%
1,082
+82
115 116
117
118 119