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
351
$1.54M 0.05%
36,679
+21,614
352
$1.54M 0.05%
30,904
+28,169
353
$1.54M 0.05%
20,007
-8,516
354
$1.54M 0.05%
8,175
-3,950
355
$1.53M 0.05%
47,300
+1,983
356
$1.53M 0.05%
29,035
+2,944
357
$1.52M 0.05%
30,503
+4,182
358
$1.51M 0.05%
57,767
+57,502
359
$1.51M 0.05%
49,774
+8,598
360
$1.5M 0.05%
15,122
+70
361
$1.5M 0.05%
19,195
+1,885
362
$1.49M 0.05%
18,388
-1,133
363
$1.49M 0.05%
29,994
+4,621
364
$1.48M 0.05%
6,403
+644
365
$1.48M 0.05%
55,546
+40,506
366
$1.47M 0.05%
+48,478
367
$1.47M 0.05%
28,555
+1,020
368
$1.47M 0.05%
31,960
+3,617
369
$1.46M 0.05%
11,732
+1,574
370
$1.46M 0.05%
58,547
-101
371
$1.45M 0.05%
22,370
+3,428
372
$1.45M 0.05%
29,817
-7,555
373
$1.45M 0.05%
4,352
+566
374
$1.45M 0.05%
40,021
+2,715
375
$1.43M 0.05%
26,955
+1,779
13 14
15
16 17