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
476
$1.03M 0.04%
9,225
+5,012
477
$1.03M 0.04%
2,136
-2,083
478
$1.03M 0.04%
40,888
-43,780
479
$1.03M 0.04%
+30,375
480
$1.02M 0.04%
23,117
-111
481
$1.02M 0.03%
26,858
+2,818
482
$1.02M 0.03%
18,889
+303
483
$1.02M 0.03%
44,781
+21,546
484
$1.01M 0.03%
40,425
-394
485
$1.01M 0.03%
495
+213
486
$1.01M 0.03%
23,121
-816
487
$1M 0.03%
14,821
+2,983
488
$998K 0.03%
5,890
+330
489
$998K 0.03%
43,886
+10,265
490
$996K 0.03%
8,989
+338
491
$994K 0.03%
2,279
+281
492
$991K 0.03%
+19,034
493
$986K 0.03%
45,311
+22,629
494
$985K 0.03%
10,080
+673
495
$981K 0.03%
6,384
+3,699
496
$981K 0.03%
49,088
-2,873
497
$979K 0.03%
2,681
-1,892
498
$974K 0.03%
31,081
-51
499
$970K 0.03%
48,504
+2,389
500
$969K 0.03%
7,083
-994
18 19
20
21 22