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
1551
$93.6K ﹤0.01%
475
-232
1552
$93.6K ﹤0.01%
3,512
+1,293
1553
$93.5K ﹤0.01%
1,955
1554
$93.5K ﹤0.01%
1,177
-120
1555
$93.1K ﹤0.01%
821
1556
$93.1K ﹤0.01%
10,100
-23
1557
$92.8K ﹤0.01%
1,215
+395
1558
$92.7K ﹤0.01%
5,079
+57
1559
$92.4K ﹤0.01%
4,057
+203
1560
$92.4K ﹤0.01%
1,797
+88
1561
$92.3K ﹤0.01%
5,019
+2,025
1562
$92.3K ﹤0.01%
2,100
-65
1563
$92K ﹤0.01%
993
+48
1564
$91.6K ﹤0.01%
4,200
1565
$91.1K ﹤0.01%
800
+240
1566
$90.9K ﹤0.01%
4,770
1567
$90.8K ﹤0.01%
264
1568
$90.7K ﹤0.01%
6,067
1569
$90.6K ﹤0.01%
1,199
+50
1570
$90.2K ﹤0.01%
2,283
1571
$90.2K ﹤0.01%
3,492
-3,806
1572
$90.1K ﹤0.01%
366
+209
1573
$89.9K ﹤0.01%
480
-229
1574
$89.9K ﹤0.01%
517
+10
1575
$89.7K ﹤0.01%
1,279
+133
61 62
63
64 65