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
826
$413K 0.01%
4,191
-13
827
$412K 0.01%
24,147
+2,306
828
$412K 0.01%
6,100
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$411K 0.01%
912
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830
$411K 0.01%
10,947
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831
$411K 0.01%
3,936
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832
$409K 0.01%
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833
$409K 0.01%
5,390
+2,287
834
$408K 0.01%
33,079
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835
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13,879
836
$407K 0.01%
10,874
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837
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10,811
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838
$406K 0.01%
2,016
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839
$405K 0.01%
740
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840
$405K 0.01%
4,045
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841
$403K 0.01%
4,483
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842
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5,401
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843
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-805
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$399K 0.01%
3,206
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845
$399K 0.01%
3,533
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846
$398K 0.01%
49,985
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847
$398K 0.01%
15,024
+10,959
848
$395K 0.01%
2,482
-57
849
$395K 0.01%
765
+30
850
$393K 0.01%
6,800
+410
32 33
34
35 36