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
376
$1.43M 0.05%
4,434
-6
377
$1.42M 0.05%
12,074
-3,211
378
$1.41M 0.05%
35,143
+12,854
379
$1.4M 0.05%
28,615
+349
380
$1.4M 0.05%
19,353
+403
381
$1.4M 0.05%
57,352
-4,508
382
$1.4M 0.05%
54,073
+756
383
$1.38M 0.05%
26,644
384
$1.38M 0.05%
43,458
+9,733
385
$1.38M 0.05%
60,284
+110
386
$1.37M 0.05%
+25,018
387
$1.37M 0.05%
13,327
-17,621
388
$1.36M 0.05%
13,617
-2,696
389
$1.36M 0.05%
26,828
+8,988
390
$1.35M 0.05%
15,730
+9,030
391
$1.35M 0.05%
16,045
-2,825
392
$1.34M 0.05%
7,256
-2,066
393
$1.34M 0.05%
8,652
+5,983
394
$1.34M 0.05%
5,385
-451
395
$1.34M 0.05%
5,437
+1,914
396
$1.33M 0.05%
30,259
+18
397
$1.33M 0.05%
68,194
+12,528
398
$1.32M 0.05%
47,066
+9,901
399
$1.32M 0.04%
3,208
+1,401
400
$1.32M 0.04%
12,579
-684
14 15
16
17 18