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
726
$506K 0.02%
14,966
-1,339
727
$504K 0.02%
8,615
-15
728
$503K 0.02%
3,178
+306
729
$502K 0.02%
4,924
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730
$501K 0.02%
60,543
+1,617
731
$501K 0.02%
13,112
-568,116
732
$499K 0.02%
9,041
+5,871
733
$497K 0.02%
1,137
-3
734
$497K 0.02%
5,505
+2,694
735
$497K 0.02%
5,633
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736
$495K 0.02%
9,974
+1,381
737
$492K 0.02%
6,400
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738
$492K 0.02%
4,479
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739
$492K 0.02%
5,335
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740
$491K 0.02%
20,729
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741
$491K 0.02%
2,460
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742
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3,679
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743
$490K 0.02%
18,144
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744
$489K 0.02%
16,225
745
$487K 0.02%
4,913
-70
746
$486K 0.02%
7,054
+1,247
747
$486K 0.02%
14,865
-354
748
$485K 0.02%
57,679
+4,439
749
$484K 0.02%
9,003
+528
750
$484K 0.02%
1,025
+204
28 29
30
31 32