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
776
$451K 0.02%
9,839
+281
777
$451K 0.02%
1,801
-2,950
778
$451K 0.02%
6,955
+190
779
$450K 0.02%
50,000
780
$450K 0.02%
15,724
+238
781
$450K 0.02%
8,098
-484
782
$449K 0.02%
46,902
-2,878
783
$448K 0.02%
18,843
-399
784
$447K 0.02%
14,649
+2,705
785
$447K 0.02%
3,329
+2
786
$446K 0.02%
15,410
-4,510
787
$444K 0.02%
4,529
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788
$444K 0.02%
4,176
-3,224
789
$444K 0.02%
2,939
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790
$440K 0.02%
15,965
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791
$439K 0.02%
3,327
-23,600
792
$439K 0.02%
4,634
+1,052
793
$439K 0.02%
3,083
+150
794
$439K 0.02%
33,742
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795
$439K 0.02%
5,295
+167
796
$438K 0.01%
3,512
+2,029
797
$438K 0.01%
12,604
-4,191
798
$434K 0.01%
20,173
-37,510
799
$434K 0.01%
4,485
+1,687
800
$433K 0.01%
7,861
+1,327
30 31
32
33 34