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
1076
$239K 0.01%
1,116
-38
1077
$237K 0.01%
4,573
1078
$236K 0.01%
20,322
+1,142
1079
$236K 0.01%
8,553
+653
1080
$236K 0.01%
2,069
-188
1081
$235K 0.01%
1,059
+367
1082
$235K 0.01%
2,173
-2,204
1083
$234K 0.01%
13,240
+10,928
1084
$233K 0.01%
15,770
+1,683
1085
$233K 0.01%
3,105
+570
1086
$233K 0.01%
12,976
+100
1087
$233K 0.01%
12,869
+247
1088
$232K 0.01%
8,311
-799
1089
$232K 0.01%
2,440
1090
$232K 0.01%
2,066
+108
1091
$231K 0.01%
1,530
+275
1092
$231K 0.01%
39,293
+593
1093
$231K 0.01%
7,751
+7,205
1094
$231K 0.01%
3,951
+252
1095
$230K 0.01%
10,525
-1,000
1096
$230K 0.01%
15,398
-660
1097
$229K 0.01%
702
-12
1098
$229K 0.01%
1,783
-18
1099
$229K 0.01%
3,020
-125
1100
$228K 0.01%
3,914
-1,552
42 43
44
45 46