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
1401
$126K ﹤0.01%
2,072
+548
1402
$125K ﹤0.01%
1,740
+640
1403
$124K ﹤0.01%
5,238
+21
1404
$124K ﹤0.01%
1,167
+9
1405
$124K ﹤0.01%
6,821
-15
1406
$124K ﹤0.01%
4,490
+143
1407
$123K ﹤0.01%
3,766
+341
1408
$123K ﹤0.01%
908
-13
1409
$123K ﹤0.01%
4,420
-44,208
1410
$123K ﹤0.01%
4,100
-2,500
1411
$122K ﹤0.01%
12,000
1412
$121K ﹤0.01%
9,258
+2,567
1413
$121K ﹤0.01%
3,705
1414
$121K ﹤0.01%
1,536
+57
1415
$121K ﹤0.01%
4,928
+4,194
1416
$121K ﹤0.01%
943
-51
1417
$120K ﹤0.01%
3,695
+2,525
1418
$119K ﹤0.01%
2,172
1419
$119K ﹤0.01%
+3,446
1420
$117K ﹤0.01%
7,593
-1,502
1421
$117K ﹤0.01%
1,285
-1,124
1422
$117K ﹤0.01%
4,600
1423
$117K ﹤0.01%
+1,728
1424
$117K ﹤0.01%
1,402
+253
1425
$117K ﹤0.01%
6,879
+2,290
55 56
57
58 59