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
3076
$3.35K ﹤0.01%
100
3077
$3.34K ﹤0.01%
661
+575
3078
$3.34K ﹤0.01%
20
3079
$3.33K ﹤0.01%
50
3080
$3.31K ﹤0.01%
20
3081
$3.3K ﹤0.01%
+87
3082
$3.29K ﹤0.01%
115
-95
3083
$3.29K ﹤0.01%
715
3084
$3.23K ﹤0.01%
450
-143
3085
$3.22K ﹤0.01%
32
+5
3086
$3.21K ﹤0.01%
125
3087
$3.21K ﹤0.01%
1,627
3088
$3.2K ﹤0.01%
19
3089
$3.19K ﹤0.01%
1,000
3090
$3.19K ﹤0.01%
61
-14
3091
$3.19K ﹤0.01%
48
-7
3092
$3.17K ﹤0.01%
+200
3093
$3.16K ﹤0.01%
73
3094
$3.15K ﹤0.01%
354
3095
$3.15K ﹤0.01%
97
3096
$3.14K ﹤0.01%
78
-5
3097
$3.13K ﹤0.01%
240
3098
$3.13K ﹤0.01%
93
3099
$3.09K ﹤0.01%
+100
3100
$3.09K ﹤0.01%
+150
122 123
124
125 126