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
3226
$1.96K ﹤0.01%
75
3227
$1.95K ﹤0.01%
105
3228
$1.94K ﹤0.01%
750
3229
$1.94K ﹤0.01%
+29
3230
$1.94K ﹤0.01%
129
3231
$1.94K ﹤0.01%
+75
3232
$1.94K ﹤0.01%
536
3233
$1.94K ﹤0.01%
325
3234
$1.94K ﹤0.01%
146
3235
$1.92K ﹤0.01%
30
3236
$1.91K ﹤0.01%
+133
3237
$1.89K ﹤0.01%
100
3238
$1.88K ﹤0.01%
+144
3239
$1.87K ﹤0.01%
50
3240
$1.85K ﹤0.01%
108
-1,999
3241
$1.85K ﹤0.01%
349
+73
3242
$1.85K ﹤0.01%
845
3243
$1.85K ﹤0.01%
200
-73
3244
$1.83K ﹤0.01%
39
3245
$1.83K ﹤0.01%
+1,000
3246
$1.83K ﹤0.01%
160
3247
$1.79K ﹤0.01%
86
3248
$1.79K ﹤0.01%
325
3249
$1.78K ﹤0.01%
140
3250
$1.78K ﹤0.01%
+46
128 129
130
131 132