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
276
$2.03M 0.07%
41,266
-793
277
$2.01M 0.07%
14,759
+617
278
$2.01M 0.07%
40,327
+15,299
279
$2M 0.07%
32,732
-1,188
280
$1.97M 0.07%
30,720
+621
281
$1.97M 0.07%
28,896
-5,531
282
$1.96M 0.07%
18,332
+12,845
283
$1.94M 0.07%
39,030
-16,085
284
$1.92M 0.07%
90,660
+45,829
285
$1.92M 0.07%
19,390
-96
286
$1.92M 0.07%
22,638
+5,957
287
$1.92M 0.07%
113,427
-11,043
288
$1.91M 0.07%
42,402
+1,134
289
$1.91M 0.07%
7,631
+797
290
$1.9M 0.06%
89,334
+293
291
$1.9M 0.06%
26,597
+902
292
$1.89M 0.06%
17,720
+768
293
$1.89M 0.06%
40,137
+33,022
294
$1.89M 0.06%
54,320
-14,100
295
$1.88M 0.06%
24,856
+7,380
296
$1.88M 0.06%
47,711
+188
297
$1.87M 0.06%
52,467
+18,070
298
$1.87M 0.06%
33,635
-1,710
299
$1.86M 0.06%
8,362
+833
300
$1.86M 0.06%
12,444
-5,744
10 11
12
13 14