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
976
$298K 0.01%
+1,223
977
$297K 0.01%
7,601
+1
978
$297K 0.01%
19,319
-500
979
$295K 0.01%
2,155
+810
980
$295K 0.01%
3,262
+432
981
$294K 0.01%
1,837
+91
982
$294K 0.01%
10,235
+365
983
$293K 0.01%
8,038
+899
984
$293K 0.01%
6,406
+3,379
985
$291K 0.01%
28,547
986
$290K 0.01%
12,167
+2,150
987
$290K 0.01%
9,544
+3,472
988
$290K 0.01%
19,603
+2,984
989
$289K 0.01%
1,423
+34
990
$289K 0.01%
33,253
+42
991
$288K 0.01%
8,970
+1
992
$288K 0.01%
10,595
+995
993
$288K 0.01%
1,939
-137
994
$287K 0.01%
15,066
-700
995
$286K 0.01%
11,324
-34
996
$286K 0.01%
2,868
-1,361
997
$286K 0.01%
1,898
998
$286K 0.01%
7,158
-1,232
999
$286K 0.01%
12,290
+6,596
1000
$286K 0.01%
3,463
+1,246
38 39
40
41 42