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
1476
$106K ﹤0.01%
4,094
+1,568
1477
$106K ﹤0.01%
8,716
+32
1478
$105K ﹤0.01%
1,832
+1,757
1479
$105K ﹤0.01%
3,430
1480
$105K ﹤0.01%
1,523
1481
$105K ﹤0.01%
337
-71
1482
$105K ﹤0.01%
9,000
1483
$105K ﹤0.01%
1,131
+125
1484
$104K ﹤0.01%
8,835
+622
1485
$104K ﹤0.01%
500
-18
1486
$104K ﹤0.01%
2,273
+81
1487
$104K ﹤0.01%
2,145
1488
$104K ﹤0.01%
1,435
-15
1489
$103K ﹤0.01%
10,641
+1,268
1490
$103K ﹤0.01%
7,038
1491
$103K ﹤0.01%
1,987
-55
1492
$103K ﹤0.01%
2,130
-19
1493
$103K ﹤0.01%
3,388
+88
1494
$102K ﹤0.01%
423
-22
1495
$102K ﹤0.01%
3,795
-505
1496
$102K ﹤0.01%
1,024
-462
1497
$102K ﹤0.01%
2,928
+143
1498
$102K ﹤0.01%
1,124
+31
1499
$101K ﹤0.01%
+3,865
1500
$101K ﹤0.01%
3,210
+1,686
58 59
60
61 62