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
126
$4.57M 0.16%
30,538
-22,855
127
$4.56M 0.16%
20,462
-15,551
128
$4.49M 0.15%
113,871
+24,166
129
$4.45M 0.15%
36,444
+31,480
130
$4.44M 0.15%
16,252
+5,280
131
$4.43M 0.15%
130,878
+30,010
132
$4.4M 0.15%
81,985
-31,050
133
$4.38M 0.15%
19,284
+3,115
134
$4.32M 0.15%
75,039
+6,486
135
$4.31M 0.15%
46,118
+26,706
136
$4.31M 0.15%
77,225
+3,860
137
$4.29M 0.15%
52,104
-37,702
138
$4.27M 0.15%
163,816
+33,368
139
$4.27M 0.15%
103,562
+4,097
140
$4.25M 0.15%
129,756
+17,369
141
$4.21M 0.14%
53,969
+1,437
142
$4.17M 0.14%
79,849
+687
143
$4.16M 0.14%
231,567
+176,469
144
$4.16M 0.14%
84,890
+5,716
145
$4.13M 0.14%
209,708
+12,156
146
$4.1M 0.14%
46,005
+8,603
147
$4.1M 0.14%
40,278
+1,914
148
$4.09M 0.14%
31,908
+11,808
149
$4.07M 0.14%
26,128
+6,955
150
$4.07M 0.14%
65,587
+5,100
4 5
6
7 8