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
26
$14.8M 0.5%
64,794
-140
27
$13.9M 0.47%
111,603
-5,747
28
$13.8M 0.47%
524,631
+45,273
29
$13.7M 0.47%
371,584
+7,725
30
$13.7M 0.47%
700,311
+442,710
31
$13.6M 0.47%
263,365
+18,469
32
$13.2M 0.45%
358,243
+34,806
33
$13.2M 0.45%
37,324
+2,558
34
$13M 0.44%
58,365
+4,650
35
$12.8M 0.44%
25,172
-2,234
36
$12.6M 0.43%
253,733
+12,869
37
$12.3M 0.42%
96,164
+2,615
38
$12.2M 0.42%
146,042
+84,109
39
$12.1M 0.41%
146,377
+30,189
40
$11.7M 0.4%
86,117
+636
41
$11.7M 0.4%
88,142
+19,191
42
$11M 0.38%
102,306
-41,313
43
$10.8M 0.37%
97,741
+8,836
44
$10.7M 0.36%
98,151
+22,973
45
$10.3M 0.35%
108,830
+14,562
46
$10.2M 0.35%
101,677
+7,401
47
$10.1M 0.35%
150,812
+4,355
48
$10.1M 0.34%
392,770
+85,894
49
$10.1M 0.34%
223,760
+96,817
50
$9.99M 0.34%
63,354
-2,557
1
2
3 4 5