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
2926
$5.14K ﹤0.01%
210
2927
$5.14K ﹤0.01%
73
2928
$5.13K ﹤0.01%
333
2929
$5.11K ﹤0.01%
39
2930
$5.11K ﹤0.01%
100
2931
$5.09K ﹤0.01%
43
2932
$5.08K ﹤0.01%
16
-1,012
2933
$5.08K ﹤0.01%
100
2934
$5.08K ﹤0.01%
8
2935
– –
0
2936
$5.05K ﹤0.01%
+150
2937
$5.03K ﹤0.01%
172
2938
$5.02K ﹤0.01%
+350
2939
$5.02K ﹤0.01%
250
2940
$5.01K ﹤0.01%
65
2941
$5.01K ﹤0.01%
185
+85
2942
$4.98K ﹤0.01%
61
2943
$4.98K ﹤0.01%
545
-82
2944
$4.98K ﹤0.01%
750
2945
$4.98K ﹤0.01%
173
2946
$4.97K ﹤0.01%
+200
2947
$4.95K ﹤0.01%
445
2948
$4.93K ﹤0.01%
117
2949
$4.92K ﹤0.01%
236
2950
$4.91K ﹤0.01%
+100
116 117
118
119 120