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
1176
$190K 0.01%
9,233
-300
1177
$190K 0.01%
407
-39
1178
$190K 0.01%
17,444
+1,977
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$190K 0.01%
1,943
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1180
$189K 0.01%
347
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1181
$189K 0.01%
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1182
$188K 0.01%
4,214
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1183
$188K 0.01%
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+1
1184
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6,785
+3,423
1185
$187K 0.01%
9,325
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$187K 0.01%
12,955
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$185K 0.01%
2,650
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1188
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16,746
+2,339
1189
$185K 0.01%
869
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1190
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1192
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$183K 0.01%
2,024
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$183K 0.01%
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$183K 0.01%
2,958
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1198
$182K 0.01%
607
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1199
$182K 0.01%
3,997
+825
1200
$182K 0.01%
3,179
+1,340
46 47
48
49 50