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
3126
$2.84K ﹤0.01%
112
-775
3127
$2.84K ﹤0.01%
29
3128
$2.84K ﹤0.01%
11
3129
$2.83K ﹤0.01%
12
+5
3130
$2.83K ﹤0.01%
137
3131
$2.82K ﹤0.01%
110
-62
3132
$2.81K ﹤0.01%
115
3133
$2.81K ﹤0.01%
100
3134
$2.8K ﹤0.01%
12
3135
$2.78K ﹤0.01%
138
3136
$2.78K ﹤0.01%
49
3137
$2.77K ﹤0.01%
100
3138
$2.77K ﹤0.01%
+70
3139
$2.76K ﹤0.01%
72
3140
$2.76K ﹤0.01%
130
3141
$2.75K ﹤0.01%
+440
3142
$2.74K ﹤0.01%
+105
3143
$2.73K ﹤0.01%
634
3144
$2.73K ﹤0.01%
526
3145
$2.72K ﹤0.01%
91
3146
$2.72K ﹤0.01%
10
3147
$2.71K ﹤0.01%
336
-99
3148
$2.71K ﹤0.01%
212
-1,969
3149
$2.7K ﹤0.01%
+117
3150
$2.7K ﹤0.01%
520
124 125
126
127 128