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
101
$5.46M 0.19%
80,714
+7,113
102
$5.44M 0.19%
49,729
+4,365
103
$5.37M 0.18%
76,900
+8,774
104
$5.37M 0.18%
53,177
+27,655
105
$5.17M 0.18%
20,910
-1,715
106
$5.15M 0.18%
12,368
-4,104
107
$5.14M 0.18%
74,196
+8,186
108
$5.06M 0.17%
30,530
+1,429
109
$5.05M 0.17%
80,160
+4,690
110
$5.03M 0.17%
158,330
-24,375
111
$5.03M 0.17%
94,112
+56,215
112
$4.98M 0.17%
81,309
+78,961
113
$4.97M 0.17%
209,176
+56,013
114
$4.92M 0.17%
63,018
-17,688
115
$4.88M 0.17%
98,557
+31,439
116
$4.88M 0.17%
17,026
+605
117
$4.87M 0.17%
62,521
-25,206
118
$4.86M 0.17%
26,279
-1,134
119
$4.8M 0.16%
19,098
+1,747
120
$4.78M 0.16%
35,527
+3,132
121
$4.72M 0.16%
153,020
+5,597
122
$4.71M 0.16%
256,883
-6,419
123
$4.68M 0.16%
10,597
+2,300
124
$4.66M 0.16%
13,051
+397
125
$4.58M 0.16%
28,833
-3,148
3 4
5
6 7