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
901
$342K 0.01%
7,460
+317
902
$342K 0.01%
4,881
+193
903
$342K 0.01%
13,482
-927
904
$340K 0.01%
5,930
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905
$340K 0.01%
16,770
906
$340K 0.01%
1,328
-131
907
$339K 0.01%
6,821
+4,318
908
$338K 0.01%
25,710
+1,453
909
$338K 0.01%
11,055
+4,076
910
$337K 0.01%
18,365
-129
911
$337K 0.01%
6,466
-70
912
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16,413
+25
913
$336K 0.01%
12,595
914
$335K 0.01%
2,251
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915
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17,264
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916
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6,138
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7,374
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$334K 0.01%
9,225
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920
$333K 0.01%
4,616
-1,701
921
$333K 0.01%
3,222
-1,045
922
$333K 0.01%
7,427
+708
923
$332K 0.01%
8,140
-1,858
924
$332K 0.01%
7,730
-335
925
$332K 0.01%
5,596
-3,366
35 36
37
38 39