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
1276
$161K 0.01%
3,638
1277
$161K 0.01%
4,708
1278
$160K 0.01%
5,023
+200
1279
$160K 0.01%
2,047
+66
1280
$159K 0.01%
2,422
+207
1281
$159K 0.01%
2,133
-4,304
1282
$159K 0.01%
1,823
1283
$159K 0.01%
9,463
-40
1284
$158K 0.01%
9,655
+405
1285
$158K 0.01%
1,806
-214
1286
$158K 0.01%
17,996
+9,251
1287
$158K 0.01%
2,860
+3
1288
$157K 0.01%
1,585
-1,574
1289
$157K 0.01%
3,079
+12
1290
$156K 0.01%
3,890
+3,228
1291
$156K 0.01%
5,883
+853
1292
$155K 0.01%
4,452
+5
1293
$155K 0.01%
25,600
1294
$154K 0.01%
8,953
1295
$154K 0.01%
4,956
-128
1296
$154K 0.01%
7,845
1297
$154K 0.01%
9,185
-3,444
1298
$153K 0.01%
56,850
-2,134
1299
$153K 0.01%
2,713
-219
1300
$153K 0.01%
2,795
+867
50 51
52
53 54