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
1251
$167K 0.01%
1,935
+4
1252
$166K 0.01%
5,273
-8,864
1253
$166K 0.01%
3,530
-545
1254
$166K 0.01%
4,371
+2,001
1255
$165K 0.01%
1,083
-49
1256
$165K 0.01%
1,304
-379
1257
$165K 0.01%
3,667
+3,600
1258
$165K 0.01%
1,808
+1,460
1259
$164K 0.01%
1,782
+258
1260
$164K 0.01%
6,864
+1,603
1261
$164K 0.01%
1,557
-7
1262
$163K 0.01%
797
+73
1263
$163K 0.01%
4,865
+1,932
1264
$163K 0.01%
4,976
1265
$163K 0.01%
8,279
-187
1266
$163K 0.01%
7,412
1267
$163K 0.01%
4,176
-372
1268
$162K 0.01%
3,780
+342
1269
$162K 0.01%
3,051
+1
1270
$162K 0.01%
1,423
-65
1271
$162K 0.01%
3,487
+452
1272
$162K 0.01%
8,377
-400
1273
$162K 0.01%
4,874
+1,454
1274
$161K 0.01%
2,500
-7,511
1275
$161K 0.01%
4,160
+180
49 50
51
52 53