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
1151
$203K 0.01%
888
-26
1152
$203K 0.01%
2,218
1153
$203K 0.01%
19,870
1154
$202K 0.01%
2,586
+200
1155
$202K 0.01%
2,400
-18,178
1156
$201K 0.01%
3,398
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1157
$200K 0.01%
9,374
+1,551
1158
$200K 0.01%
3,713
+3,600
1159
$199K 0.01%
6,214
+5,814
1160
$199K 0.01%
42,950
+235
1161
$199K 0.01%
10,176
-1,508
1162
$198K 0.01%
3,951
-23
1163
$197K 0.01%
125
+25
1164
$196K 0.01%
4,809
+209
1165
$196K 0.01%
5,219
+147
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$194K 0.01%
6,017
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$194K 0.01%
4,171
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1168
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1,780
-53
1169
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1,201
+1,129
1170
$193K 0.01%
15,836
+291
1171
$193K 0.01%
974
+1
1172
$191K 0.01%
3,453
-145
1173
$191K 0.01%
6,660
+1,768
1174
$191K 0.01%
3,033
+7
1175
$190K 0.01%
5,570
+1,610
45 46
47
48 49