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
3051
$3.62K ﹤0.01%
147
-26
3052
$3.61K ﹤0.01%
214
3053
$3.59K ﹤0.01%
50
3054
$3.58K ﹤0.01%
1,000
3055
$3.55K ﹤0.01%
200
3056
$3.54K ﹤0.01%
139
3057
$3.54K ﹤0.01%
100
3058
$3.53K ﹤0.01%
455
3059
$3.52K ﹤0.01%
+446
3060
$3.52K ﹤0.01%
109
3061
$3.48K ﹤0.01%
152
+1
3062
$3.48K ﹤0.01%
24
+6
3063
$3.44K ﹤0.01%
25
3064
$3.43K ﹤0.01%
225
3065
$3.42K ﹤0.01%
+50
3066
$3.4K ﹤0.01%
502
3067
$3.4K ﹤0.01%
+715
3068
$3.4K ﹤0.01%
29
-4
3069
$3.39K ﹤0.01%
39
3070
$3.38K ﹤0.01%
+92
3071
$3.38K ﹤0.01%
42
-1,673
3072
$3.37K ﹤0.01%
152
3073
$3.35K ﹤0.01%
100
3074
$3.35K ﹤0.01%
41
3075
$3.35K ﹤0.01%
557
-503
121 122
123
124 125