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
76
$6.82M 0.23%
65,748
+11,964
77
$6.8M 0.23%
14,923
-258
78
$6.77M 0.23%
28,483
+2,456
79
$6.76M 0.23%
49,875
+9,311
80
$6.76M 0.23%
98,870
+81,305
81
$6.6M 0.23%
66,616
-1,511
82
$6.55M 0.22%
367,222
+38,001
83
$6.54M 0.22%
86,220
+12,567
84
$6.4M 0.22%
85,946
+22,894
85
$6.36M 0.22%
114,090
+143
86
$6.35M 0.22%
60,692
+26,964
87
$6.19M 0.21%
51,157
-29,171
88
$6.18M 0.21%
17,393
+3,262
89
$6.11M 0.21%
221,487
+11,172
90
$6.1M 0.21%
37,628
+3,534
91
$6.06M 0.21%
174,990
+153,237
92
$5.9M 0.2%
61,262
-89
93
$5.78M 0.2%
111,644
+2,687
94
$5.78M 0.2%
30,631
+2,839
95
$5.7M 0.19%
80,935
+77,921
96
$5.67M 0.19%
151,460
+5,040
97
$5.64M 0.19%
72,133
+2,258
98
$5.62M 0.19%
48,599
+7,329
99
$5.48M 0.19%
25,791
+870
100
$5.48M 0.19%
68,873
-2,860
2 3
4
5 6