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
1326
$146K 0.01%
1,102
-7,960
1327
$146K 0.01%
1,222
-381
1328
$145K 0.01%
6,064
-34
1329
$145K 0.01%
1,375
+20
1330
$144K ﹤0.01%
1,265
-284
1331
$144K ﹤0.01%
2,861
-1,029
1332
$144K ﹤0.01%
4,032
+515
1333
$144K ﹤0.01%
257
-66
1334
$144K ﹤0.01%
10,925
-200
1335
$144K ﹤0.01%
6,535
-634
1336
$144K ﹤0.01%
1,377
+37
1337
$142K ﹤0.01%
2,533
+2,161
1338
$142K ﹤0.01%
10,044
-10,001
1339
$142K ﹤0.01%
1,510
-9
1340
$141K ﹤0.01%
3,479
-646
1341
$141K ﹤0.01%
2,164
+369
1342
$141K ﹤0.01%
2,387
+808
1343
$140K ﹤0.01%
3,095
-615
1344
$140K ﹤0.01%
2,500
+210
1345
$140K ﹤0.01%
4,059
+107
1346
$139K ﹤0.01%
351
+45
1347
$139K ﹤0.01%
4,051
+5
1348
$139K ﹤0.01%
6,576
1349
$139K ﹤0.01%
1,542
-57
1350
$137K ﹤0.01%
748
+2
52 53
54
55 56