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
751
$484K 0.02%
19,152
+123
752
$482K 0.02%
1,252
-3,030
753
$480K 0.02%
59,372
+8,130
754
$480K 0.02%
12,609
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755
$479K 0.02%
4,014
+1,540
756
$478K 0.02%
19,704
+157
757
$477K 0.02%
2,226
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758
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1,962
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759
$471K 0.02%
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+24,345
760
$471K 0.02%
9,328
-175
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$470K 0.02%
1,582
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762
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14,270
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763
$464K 0.02%
3,036
-2,537
764
$463K 0.02%
13,862
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765
$462K 0.02%
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$462K 0.02%
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$461K 0.02%
8,119
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$459K 0.02%
11,930
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770
$458K 0.02%
17,352
+7,939
771
$458K 0.02%
11,462
+11,370
772
$456K 0.02%
7,442
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773
$455K 0.02%
3,205
+6
774
$453K 0.02%
11,228
-492
775
$453K 0.02%
6,110
-1,599
29 30
31
32 33