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
3101
$3.07K ﹤0.01%
68
-5
3102
$3.07K ﹤0.01%
100
3103
$3.06K ﹤0.01%
62
3104
$3.06K ﹤0.01%
62
-36
3105
$3.05K ﹤0.01%
100
3106
$3.05K ﹤0.01%
79
3107
$3.01K ﹤0.01%
73
3108
$3K ﹤0.01%
1,000
3109
$2.99K ﹤0.01%
39
+1
3110
$2.99K ﹤0.01%
629
3111
$2.99K ﹤0.01%
95
3112
$2.99K ﹤0.01%
260
3113
$2.98K ﹤0.01%
117
-105
3114
$2.98K ﹤0.01%
41
+9
3115
$2.96K ﹤0.01%
69
3116
$2.95K ﹤0.01%
100
-50
3117
$2.94K ﹤0.01%
251
3118
$2.94K ﹤0.01%
42
-548
3119
$2.93K ﹤0.01%
109
+45
3120
$2.93K ﹤0.01%
51
3121
$2.92K ﹤0.01%
219
3122
$2.91K ﹤0.01%
28
3123
$2.9K ﹤0.01%
240
3124
$2.88K ﹤0.01%
100
3125
$2.88K ﹤0.01%
54
123 124
125
126 127