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
2976
$4.55K ﹤0.01%
90
2977
$4.54K ﹤0.01%
638
2978
$4.54K ﹤0.01%
155
2979
$4.53K ﹤0.01%
175
2980
$4.53K ﹤0.01%
153
2981
$4.53K ﹤0.01%
90
2982
$4.52K ﹤0.01%
54
2983
$4.52K ﹤0.01%
169
2984
$4.5K ﹤0.01%
550
2985
$4.46K ﹤0.01%
116
+28
2986
$4.46K ﹤0.01%
+673
2987
$4.43K ﹤0.01%
+95
2988
$4.39K ﹤0.01%
202
2989
$4.37K ﹤0.01%
109
2990
$4.35K ﹤0.01%
123
2991
$4.34K ﹤0.01%
205
2992
$4.33K ﹤0.01%
17
2993
$4.32K ﹤0.01%
80
2994
$4.3K ﹤0.01%
72
-330
2995
$4.3K ﹤0.01%
191
2996
$4.27K ﹤0.01%
100
2997
$4.27K ﹤0.01%
1,000
2998
$4.27K ﹤0.01%
1,333
2999
$4.26K ﹤0.01%
686
3000
$4.25K ﹤0.01%
68
118 119
120
121 122