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
876
$367K 0.01%
5,915
+1,319
877
$366K 0.01%
3,094
-17,916
878
$364K 0.01%
24,625
+2,250
879
$364K 0.01%
5,384
+475
880
$364K 0.01%
521
+203
881
$362K 0.01%
7,049
+652
882
$362K 0.01%
4,881
-837
883
$360K 0.01%
13,463
+4,797
884
$360K 0.01%
1,977
+87
885
$358K 0.01%
9,949
-365
886
$358K 0.01%
4,407
+363
887
$356K 0.01%
2,692
+358
888
$355K 0.01%
2,970
+8
889
$355K 0.01%
11,960
-136
890
$355K 0.01%
+14,340
891
$354K 0.01%
8,846
+4
892
$353K 0.01%
13,075
+2,062
893
$352K 0.01%
10,886
+482
894
$352K 0.01%
7,635
+341
895
$352K 0.01%
808
+74
896
$352K 0.01%
6,360
+110
897
$350K 0.01%
3,070
+1,024
898
$348K 0.01%
8,516
+1,279
899
$345K 0.01%
8,929
-19,262
900
$344K 0.01%
8,604
-455
34 35
36
37 38