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
401
$1.31M 0.04%
95,189
-6,647
402
$1.31M 0.04%
14,434
-200
403
$1.3M 0.04%
52,130
+5,180
404
$1.29M 0.04%
4,236
+310
405
$1.29M 0.04%
7,343
+44
406
$1.29M 0.04%
17,736
+968
407
$1.29M 0.04%
39,754
-111,425
408
$1.28M 0.04%
54,514
+1,563
409
$1.27M 0.04%
53,754
-98
410
$1.27M 0.04%
163,688
+43,576
411
$1.26M 0.04%
59,847
+11,485
412
$1.26M 0.04%
40,472
+8,337
413
$1.25M 0.04%
32,214
+2,726
414
$1.23M 0.04%
15,914
+5,149
415
$1.23M 0.04%
7,179
+340
416
$1.23M 0.04%
+38,011
417
$1.23M 0.04%
9,246
-413
418
$1.22M 0.04%
18,953
+826
419
$1.22M 0.04%
29,641
+694
420
$1.22M 0.04%
17,640
+467
421
$1.22M 0.04%
11,350
-37,583
422
$1.22M 0.04%
5,128
+739
423
$1.22M 0.04%
30,321
+29,216
424
$1.22M 0.04%
33,910
+33,172
425
$1.22M 0.04%
7,069
+713
15 16
17
18 19