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
1451
$110K ﹤0.01%
368
1452
$110K ﹤0.01%
1,177
+185
1453
$110K ﹤0.01%
3,043
1454
$110K ﹤0.01%
1,632
+40
1455
$110K ﹤0.01%
3,525
+2
1456
$110K ﹤0.01%
1,450
+1,000
1457
$109K ﹤0.01%
1,512
-260
1458
$109K ﹤0.01%
779
+94
1459
$109K ﹤0.01%
542
+60
1460
$109K ﹤0.01%
4,369
+2,976
1461
$109K ﹤0.01%
2,721
-59
1462
$108K ﹤0.01%
3,003
+531
1463
$108K ﹤0.01%
1,618
-93
1464
$108K ﹤0.01%
649
-61
1465
$108K ﹤0.01%
2,857
-1,317
1466
$108K ﹤0.01%
+2,525
1467
$108K ﹤0.01%
2,100
1468
$108K ﹤0.01%
2,964
+323
1469
$108K ﹤0.01%
5,341
-1
1470
$108K ﹤0.01%
3,713
-162
1471
$108K ﹤0.01%
2,726
-6,719
1472
$107K ﹤0.01%
73
-35
1473
$106K ﹤0.01%
2,415
-46
1474
$106K ﹤0.01%
+2,112
1475
$106K ﹤0.01%
163
+21
57 58
59
60 61