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
3176
$2.46K ﹤0.01%
120
3177
$2.45K ﹤0.01%
38
3178
$2.42K ﹤0.01%
600
3179
$2.41K ﹤0.01%
32
3180
$2.41K ﹤0.01%
14
3181
$2.4K ﹤0.01%
49
+23
3182
$2.4K ﹤0.01%
708
3183
$2.4K ﹤0.01%
+142
3184
$2.39K ﹤0.01%
9
3185
$2.38K ﹤0.01%
100
3186
$2.35K ﹤0.01%
156
3187
$2.34K ﹤0.01%
155
-102
3188
$2.33K ﹤0.01%
61
-4
3189
$2.33K ﹤0.01%
15
3190
$2.33K ﹤0.01%
+61
3191
$2.31K ﹤0.01%
43
3192
$2.31K ﹤0.01%
90
3193
$2.3K ﹤0.01%
215
3194
$2.3K ﹤0.01%
100
3195
$2.29K ﹤0.01%
+200
3196
$2.28K ﹤0.01%
70
3197
$2.28K ﹤0.01%
900
+500
3198
$2.27K ﹤0.01%
100
+3
3199
$2.27K ﹤0.01%
3
-54
3200
$2.24K ﹤0.01%
12
126 127
128
129 130