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
3326
$1.22K ﹤0.01%
48
3327
$1.22K ﹤0.01%
+149
3328
$1.2K ﹤0.01%
25
3329
$1.2K ﹤0.01%
29
3330
$1.2K ﹤0.01%
1,004
3331
$1.18K ﹤0.01%
37
3332
$1.18K ﹤0.01%
20
3333
$1.18K ﹤0.01%
74
3334
$1.16K ﹤0.01%
143
3335
$1.16K ﹤0.01%
46
3336
$1.14K ﹤0.01%
75
3337
$1.14K ﹤0.01%
28
3338
$1.14K ﹤0.01%
102
3339
$1.13K ﹤0.01%
18
3340
$1.13K ﹤0.01%
25
-83
3341
$1.13K ﹤0.01%
22
3342
$1.13K ﹤0.01%
17
-38
3343
$1.12K ﹤0.01%
30
3344
$1.1K ﹤0.01%
4
3345
$1.1K ﹤0.01%
24
3346
$1.1K ﹤0.01%
29
3347
$1.09K ﹤0.01%
33
-84
3348
$1.08K ﹤0.01%
15
3349
$1.08K ﹤0.01%
10
-66
3350
$1.07K ﹤0.01%
+22
132 133
134
135 136