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
1051
$253K 0.01%
25,461
+3,785
1052
$253K 0.01%
8,873
+3,645
1053
$252K 0.01%
10,452
+1,287
1054
$252K 0.01%
4,379
+314
1055
$252K 0.01%
7,112
+3,695
1056
$251K 0.01%
4,572
+460
1057
$250K 0.01%
6,311
-53
1058
$249K 0.01%
2,426
+837
1059
$249K 0.01%
956
+238
1060
$248K 0.01%
2,763
+10
1061
$248K 0.01%
10,191
-206
1062
$247K 0.01%
6,651
+1,213
1063
$246K 0.01%
9,289
+336
1064
$246K 0.01%
1,823
+1,418
1065
$245K 0.01%
5,915
+2,902
1066
$245K 0.01%
5,144
+29
1067
$244K 0.01%
42,240
-300
1068
$244K 0.01%
934
-225
1069
$243K 0.01%
2,907
-142
1070
$242K 0.01%
5,599
+476
1071
$242K 0.01%
8,409
+703
1072
$241K 0.01%
680
+177
1073
$241K 0.01%
4,208
-921
1074
$240K 0.01%
8,921
-3,159
1075
$240K 0.01%
3,040
+637
41 42
43
44 45