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
426
$1.22M 0.04%
17,412
+2,458
427
$1.21M 0.04%
40,006
-162
428
$1.21M 0.04%
57,394
+49,012
429
$1.21M 0.04%
22,407
+1,063
430
$1.2M 0.04%
48,087
431
$1.2M 0.04%
16,554
+14,108
432
$1.2M 0.04%
10,462
-155
433
$1.19M 0.04%
48,022
+3,246
434
$1.19M 0.04%
32,365
+7,166
435
$1.19M 0.04%
18,922
+16,713
436
$1.19M 0.04%
54,220
+52,729
437
$1.18M 0.04%
2,123
-510
438
$1.17M 0.04%
18,690
+6,421
439
$1.16M 0.04%
61,236
+4,180
440
$1.16M 0.04%
4,341
+539
441
$1.16M 0.04%
103,616
+6,511
442
$1.16M 0.04%
10,424
-1,666
443
$1.15M 0.04%
20,666
+1,225
444
$1.14M 0.04%
6,898
-77
445
$1.14M 0.04%
16,908
+3,314
446
$1.13M 0.04%
15,551
-1,820
447
$1.13M 0.04%
29,453
+9,901
448
$1.13M 0.04%
44,650
449
$1.12M 0.04%
28,308
+1,359
450
$1.12M 0.04%
79,343
-34,921
16 17
18
19 20