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
3151
$2.69K ﹤0.01%
+28
3152
$2.67K ﹤0.01%
126
3153
$2.66K ﹤0.01%
100
3154
$2.66K ﹤0.01%
103
3155
$2.66K ﹤0.01%
52
3156
$2.64K ﹤0.01%
145
3157
$2.64K ﹤0.01%
+50
3158
$2.63K ﹤0.01%
38
3159
$2.63K ﹤0.01%
+182
3160
$2.62K ﹤0.01%
450
3161
$2.61K ﹤0.01%
200
-150
3162
$2.61K ﹤0.01%
23
3163
$2.6K ﹤0.01%
+175
3164
$2.6K ﹤0.01%
54
-8
3165
$2.57K ﹤0.01%
40
3166
$2.56K ﹤0.01%
355
3167
$2.56K ﹤0.01%
250
3168
$2.55K ﹤0.01%
250
3169
$2.53K ﹤0.01%
+100
3170
$2.53K ﹤0.01%
30
3171
$2.53K ﹤0.01%
144
3172
$2.52K ﹤0.01%
604
3173
$2.51K ﹤0.01%
12
3174
$2.47K ﹤0.01%
59
3175
$2.46K ﹤0.01%
231
125 126
127
128 129