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
3301
$1.37K ﹤0.01%
14
3302
$1.36K ﹤0.01%
110
3303
$1.34K ﹤0.01%
16
+11
3304
$1.34K ﹤0.01%
250
3305
$1.34K ﹤0.01%
33
3306
$1.34K ﹤0.01%
43
3307
$1.33K ﹤0.01%
8
3308
$1.32K ﹤0.01%
100
3309
$1.31K ﹤0.01%
74
3310
$1.31K ﹤0.01%
+84
3311
$1.31K ﹤0.01%
45
3312
$1.3K ﹤0.01%
100
3313
$1.29K ﹤0.01%
13
-946
3314
$1.29K ﹤0.01%
275
3315
$1.27K ﹤0.01%
9
3316
$1.27K ﹤0.01%
20
3317
$1.26K ﹤0.01%
350
3318
$1.25K ﹤0.01%
+70
3319
$1.25K ﹤0.01%
18
3320
$1.24K ﹤0.01%
200
3321
$1.24K ﹤0.01%
15
-17
3322
$1.24K ﹤0.01%
500
3323
$1.24K ﹤0.01%
107
3324
$1.23K ﹤0.01%
+54
3325
$1.22K ﹤0.01%
2
131 132
133
134 135