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
3201
$2.23K ﹤0.01%
+43
3202
$2.23K ﹤0.01%
137
3203
$2.22K ﹤0.01%
66
3204
$2.22K ﹤0.01%
1,000
3205
$2.2K ﹤0.01%
27
3206
$2.16K ﹤0.01%
33
3207
$2.15K ﹤0.01%
186
3208
$2.14K ﹤0.01%
100
3209
$2.13K ﹤0.01%
105
+38
3210
$2.13K ﹤0.01%
26
3211
$2.12K ﹤0.01%
29
3212
$2.11K ﹤0.01%
150
-100
3213
$2.11K ﹤0.01%
84
3214
$2.11K ﹤0.01%
450
-1,000
3215
$2.09K ﹤0.01%
+100
3216
$2.07K ﹤0.01%
85
3217
$2.06K ﹤0.01%
241
+141
3218
$2.05K ﹤0.01%
87
+23
3219
$2.04K ﹤0.01%
66
3220
$2.04K ﹤0.01%
+30
3221
$2.01K ﹤0.01%
+22
3222
$2K ﹤0.01%
+3
3223
$2K ﹤0.01%
210
3224
$1.97K ﹤0.01%
120
-311
3225
$1.96K ﹤0.01%
+75
127 128
129
130 131