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
3276
$1.54K ﹤0.01%
28
3277
$1.53K ﹤0.01%
78
3278
$1.52K ﹤0.01%
250
3279
$1.52K ﹤0.01%
21
3280
$1.52K ﹤0.01%
11
3281
$1.52K ﹤0.01%
343
3282
$1.51K ﹤0.01%
+13
3283
$1.5K ﹤0.01%
+16
3284
$1.5K ﹤0.01%
75
3285
$1.5K ﹤0.01%
67
3286
$1.49K ﹤0.01%
83
3287
$1.48K ﹤0.01%
100
3288
$1.48K ﹤0.01%
15
3289
$1.47K ﹤0.01%
16
3290
$1.45K ﹤0.01%
229
+152
3291
$1.45K ﹤0.01%
33
3292
$1.45K ﹤0.01%
50
3293
$1.44K ﹤0.01%
16
3294
$1.44K ﹤0.01%
450
-200
3295
$1.44K ﹤0.01%
8
3296
$1.42K ﹤0.01%
186
3297
$1.4K ﹤0.01%
61
3298
$1.4K ﹤0.01%
10
3299
$1.38K ﹤0.01%
39
3300
$1.37K ﹤0.01%
14
130 131
132
133 134