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
701
$541K 0.02%
12,835
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702
$539K 0.02%
11,418
+443
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9,052
-386
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705
$536K 0.02%
11,399
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706
$536K 0.02%
27,596
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707
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14,457
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708
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388
-4
709
$532K 0.02%
6,065
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710
$532K 0.02%
22,017
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711
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11,277
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712
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713
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35,919
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714
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21,715
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27,671
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11,305
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7,779
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719
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18,696
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720
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19,173
721
$510K 0.02%
11,665
+1,461
722
$509K 0.02%
7,879
-30
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$509K 0.02%
11,904
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724
$508K 0.02%
31,195
+50
725
$507K 0.02%
14,051
-10,349
27 28
29
30 31