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
1376
$131K ﹤0.01%
1,975
+201
1377
$131K ﹤0.01%
1,817
1378
$131K ﹤0.01%
1,760
1379
$131K ﹤0.01%
3,736
+1,297
1380
$131K ﹤0.01%
1,594
+67
1381
$131K ﹤0.01%
7,479
1382
$131K ﹤0.01%
3,849
+80
1383
$130K ﹤0.01%
2,775
-100
1384
$130K ﹤0.01%
5,336
-106
1385
$130K ﹤0.01%
10,598
+750
1386
$130K ﹤0.01%
5,205
+2,790
1387
$129K ﹤0.01%
8,478
+775
1388
$129K ﹤0.01%
4,897
+4,350
1389
$128K ﹤0.01%
3,134
+61
1390
$128K ﹤0.01%
934
+242
1391
$128K ﹤0.01%
4,141
+1,502
1392
$127K ﹤0.01%
3,385
-200
1393
$127K ﹤0.01%
4,502
+400
1394
$127K ﹤0.01%
2,526
+132
1395
$127K ﹤0.01%
12,588
1396
$127K ﹤0.01%
5,100
-700
1397
$126K ﹤0.01%
3,566
+2,246
1398
$126K ﹤0.01%
2,625
-144
1399
$126K ﹤0.01%
834
+91
1400
$126K ﹤0.01%
1,152
+43
54 55
56
57 58