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
1526
$96.8K ﹤0.01%
1,206
1527
$96.8K ﹤0.01%
243
+101
1528
$96.7K ﹤0.01%
4,633
-334
1529
$96.6K ﹤0.01%
1,005
+942
1530
$96.6K ﹤0.01%
937
-91
1531
$96.4K ﹤0.01%
3,330
1532
$96.4K ﹤0.01%
8,238
+111
1533
$96.3K ﹤0.01%
5,335
1534
$96.2K ﹤0.01%
1,371
+42
1535
$96.2K ﹤0.01%
2,763
+172
1536
$96.1K ﹤0.01%
3,796
1537
$96K ﹤0.01%
2,494
+2,375
1538
$95.9K ﹤0.01%
3,635
-120
1539
$95.7K ﹤0.01%
3,301
+2,040
1540
$95.4K ﹤0.01%
814
+312
1541
$95.4K ﹤0.01%
5,613
+1,881
1542
$94.7K ﹤0.01%
+1,750
1543
$94.1K ﹤0.01%
1,839
+14
1544
$94K ﹤0.01%
28,500
1545
$94K ﹤0.01%
+373
1546
$93.9K ﹤0.01%
1,200
1547
$93.9K ﹤0.01%
5,400
1548
$93.8K ﹤0.01%
586
+18
1549
$93.8K ﹤0.01%
2,475
-2,725
1550
$93.7K ﹤0.01%
2,177
+940
60 61
62
63 64