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
1351
$137K ﹤0.01%
3,612
+215
1352
$137K ﹤0.01%
10,725
-175
1353
$137K ﹤0.01%
1,797
+1,000
1354
$137K ﹤0.01%
+7,096
1355
$136K ﹤0.01%
1,850
-9
1356
$136K ﹤0.01%
2,215
+2,020
1357
$136K ﹤0.01%
2,067
-30
1358
$136K ﹤0.01%
16,950
1359
$136K ﹤0.01%
3,325
+2,100
1360
$135K ﹤0.01%
2,977
+121
1361
$135K ﹤0.01%
+2,797
1362
$135K ﹤0.01%
2,735
1363
$134K ﹤0.01%
15,674
+174
1364
$134K ﹤0.01%
2,207
-1,597
1365
$134K ﹤0.01%
2,026
-108
1366
$134K ﹤0.01%
2,119
-2,832
1367
$134K ﹤0.01%
4,298
+12
1368
$134K ﹤0.01%
3,783
-2,195
1369
$134K ﹤0.01%
1,026
1370
$133K ﹤0.01%
7,407
1371
$133K ﹤0.01%
4,283
1372
$133K ﹤0.01%
641
-227
1373
$133K ﹤0.01%
2,400
-1,646
1374
$132K ﹤0.01%
5,996
+1,231
1375
$132K ﹤0.01%
1,856
+34
53 54
55
56 57