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
326
$1.66M 0.06%
26,048
+19,723
327
$1.65M 0.06%
54,147
-12,587
328
$1.64M 0.06%
28,994
-259
329
$1.64M 0.06%
4,739
+390
330
$1.62M 0.06%
+60,710
331
$1.62M 0.06%
25,737
-13,041
332
$1.62M 0.06%
6,861
+1,083
333
$1.61M 0.05%
118,301
-122,882
334
$1.61M 0.05%
2,403
+58
335
$1.6M 0.05%
24,774
+6,810
336
$1.6M 0.05%
40,112
+1,936
337
$1.6M 0.05%
3,298
+2,129
338
$1.6M 0.05%
54,545
+53,839
339
$1.6M 0.05%
30,087
+599
340
$1.6M 0.05%
25,093
+2,563
341
$1.6M 0.05%
+46,433
342
$1.59M 0.05%
69,444
+709
343
$1.59M 0.05%
19,649
-214
344
$1.58M 0.05%
48,208
-2,887
345
$1.57M 0.05%
14,697
+2,731
346
$1.56M 0.05%
31,131
+1,862
347
$1.56M 0.05%
31,097
+8,387
348
$1.55M 0.05%
+19,334
349
$1.55M 0.05%
29,588
-5,952
350
$1.55M 0.05%
34,463
+1,323
12 13
14
15 16