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
3351
$1.07K ﹤0.01%
48
3352
$1.06K ﹤0.01%
40
3353
$1.06K ﹤0.01%
70
3354
$1.06K ﹤0.01%
1,330
3355
$1.06K ﹤0.01%
50
3356
$1.06K ﹤0.01%
+84
3357
$1.06K ﹤0.01%
200
-115,472
3358
$1.05K ﹤0.01%
100
3359
$1.04K ﹤0.01%
46
3360
$1.04K ﹤0.01%
79
3361
$1.03K ﹤0.01%
74
3362
$1.03K ﹤0.01%
16
3363
$1.02K ﹤0.01%
18
3364
$1.01K ﹤0.01%
100
3365
$1.01K ﹤0.01%
100
3366
$1K ﹤0.01%
21
3367
$999 ﹤0.01%
139
-1
3368
$999 ﹤0.01%
10
3369
$999 ﹤0.01%
100
3370
$995 ﹤0.01%
1,800
3371
$991 ﹤0.01%
325
3372
$968 ﹤0.01%
86
3373
$968 ﹤0.01%
75
3374
$958 ﹤0.01%
+92
3375
$957 ﹤0.01%
+15
133 134
135
136 137