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
51
$9.37M 0.32%
221,511
+2,866
52
$9.35M 0.32%
57,395
+9,421
53
$9.26M 0.32%
303,678
-2,490
54
$9.11M 0.31%
246,847
+2,396
55
$8.99M 0.31%
43,785
+1,348
56
$8.99M 0.31%
30,022
+1,689
57
$8.79M 0.3%
229,454
+19,265
58
$8.64M 0.3%
168,738
+84,519
59
$8.6M 0.29%
56,300
+12,088
60
$8.48M 0.29%
61,801
-3,780
61
$8.35M 0.29%
49,867
+10,066
62
$8.16M 0.28%
59,531
+4,917
63
$8.13M 0.28%
163,743
+3,351
64
$8.07M 0.28%
30,767
-230
65
$8.07M 0.28%
38,684
-1,355
66
$7.94M 0.27%
103,866
-5,437
67
$7.77M 0.27%
46,158
-1,436
68
$7.51M 0.26%
256,949
-15,761
69
$7.33M 0.25%
135,794
+134,796
70
$7.29M 0.25%
32,859
+1,747
71
$7.22M 0.25%
12,539
-1,989
72
$7.18M 0.25%
197,071
+13,599
73
$6.9M 0.24%
38,954
+3,966
74
$6.89M 0.24%
135,340
+4,310
75
$6.89M 0.24%
63,563
+2,822
1 2
3
4 5