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
2951
$4.91K ﹤0.01%
154
2952
$4.9K ﹤0.01%
40
2953
$4.88K ﹤0.01%
+689
2954
$4.88K ﹤0.01%
185
+101
2955
$4.87K ﹤0.01%
129
2956
$4.85K ﹤0.01%
90
2957
$4.83K ﹤0.01%
12
+5
2958
$4.82K ﹤0.01%
119
2959
$4.8K ﹤0.01%
32
2960
$4.8K ﹤0.01%
34
2961
$4.8K ﹤0.01%
371
-175
2962
$4.8K ﹤0.01%
150
2963
$4.79K ﹤0.01%
175
2964
$4.79K ﹤0.01%
26
2965
$4.78K ﹤0.01%
216
+56
2966
$4.76K ﹤0.01%
+112
2967
$4.72K ﹤0.01%
89
-50
2968
$4.68K ﹤0.01%
109
2969
$4.66K ﹤0.01%
55
+8
2970
$4.65K ﹤0.01%
325
2971
$4.61K ﹤0.01%
174
-90
2972
$4.6K ﹤0.01%
400
2973
$4.59K ﹤0.01%
229
2974
$4.57K ﹤0.01%
317
2975
$4.55K ﹤0.01%
25
+6
117 118
119
120 121