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
3026
$3.94K ﹤0.01%
97
3027
$3.92K ﹤0.01%
500
3028
$3.9K ﹤0.01%
174
3029
$3.89K ﹤0.01%
150
3030
$3.87K ﹤0.01%
500
3031
$3.86K ﹤0.01%
2
-2
3032
$3.86K ﹤0.01%
+200
3033
$3.85K ﹤0.01%
80
3034
$3.84K ﹤0.01%
75
3035
$3.84K ﹤0.01%
260
3036
$3.84K ﹤0.01%
34
3037
$3.81K ﹤0.01%
203
3038
$3.8K ﹤0.01%
1,000
3039
$3.8K ﹤0.01%
355
3040
$3.79K ﹤0.01%
300
-166
3041
$3.77K ﹤0.01%
107
3042
$3.73K ﹤0.01%
500
3043
$3.7K ﹤0.01%
400
3044
$3.69K ﹤0.01%
384
3045
$3.69K ﹤0.01%
167
3046
$3.68K ﹤0.01%
+3
3047
$3.68K ﹤0.01%
31
3048
$3.65K ﹤0.01%
59
+9
3049
$3.65K ﹤0.01%
73
3050
$3.65K ﹤0.01%
+134
120 121
122
123 124