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
1576
$89.7K ﹤0.01%
7,087
-764
1577
$89.4K ﹤0.01%
1,811
+1,074
1578
$89.4K ﹤0.01%
1,072
+474
1579
$89.4K ﹤0.01%
612
+100
1580
$89.1K ﹤0.01%
1,057
+544
1581
$89K ﹤0.01%
1,095
+50
1582
$88.7K ﹤0.01%
4,021
1583
$88.4K ﹤0.01%
1,123
+29
1584
$88.3K ﹤0.01%
7,022
1585
$88.2K ﹤0.01%
1,551
-347
1586
$87.7K ﹤0.01%
1,405
+250
1587
$87.6K ﹤0.01%
15,234
+734
1588
$86.8K ﹤0.01%
5,717
+52
1589
$86.7K ﹤0.01%
8,725
1590
$86.6K ﹤0.01%
822
+3
1591
$86.5K ﹤0.01%
11,600
+800
1592
$86.5K ﹤0.01%
2,163
-2,238
1593
$86K ﹤0.01%
1,567
+72
1594
$85.9K ﹤0.01%
2,154
1595
$85.7K ﹤0.01%
6,453
+85
1596
$85.7K ﹤0.01%
5,566
+5,366
1597
$85.7K ﹤0.01%
3,275
-114
1598
$85.4K ﹤0.01%
5,559
+5,139
1599
$84.9K ﹤0.01%
770
-193
1600
$84.8K ﹤0.01%
1,731
+2
62 63
64
65 66