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
3251
$1.78K ﹤0.01%
15
3252
$1.78K ﹤0.01%
315
3253
$1.77K ﹤0.01%
50
3254
$1.74K ﹤0.01%
75
3255
$1.74K ﹤0.01%
412
3256
$1.73K ﹤0.01%
200
3257
$1.72K ﹤0.01%
500
3258
$1.72K ﹤0.01%
76
-99
3259
$1.7K ﹤0.01%
42
3260
$1.69K ﹤0.01%
100
3261
$1.69K ﹤0.01%
34
3262
$1.69K ﹤0.01%
67
3263
$1.68K ﹤0.01%
33
3264
$1.68K ﹤0.01%
+18
3265
$1.67K ﹤0.01%
100
3266
$1.66K ﹤0.01%
91
3267
$1.66K ﹤0.01%
1,031
3268
$1.65K ﹤0.01%
12
3269
$1.65K ﹤0.01%
8
3270
$1.65K ﹤0.01%
29
3271
$1.63K ﹤0.01%
100
3272
$1.63K ﹤0.01%
200
3273
$1.63K ﹤0.01%
+13
3274
$1.6K ﹤0.01%
+116
3275
$1.58K ﹤0.01%
17
129 130
131
132 133