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
1601
$84.6K ﹤0.01%
2,373
+119
1602
$84.6K ﹤0.01%
6,460
+2,120
1603
$84.5K ﹤0.01%
569
-17
1604
$84.5K ﹤0.01%
1,842
-8
1605
$84.5K ﹤0.01%
2,744
+577
1606
$84.4K ﹤0.01%
2,465
+77
1607
$84.2K ﹤0.01%
4,680
-137
1608
$84.2K ﹤0.01%
3,732
+900
1609
$84.2K ﹤0.01%
1,350
1610
$84.1K ﹤0.01%
10,000
-15,000
1611
$84.1K ﹤0.01%
1,445
+1,095
1612
$83.9K ﹤0.01%
3,237
+912
1613
$83.6K ﹤0.01%
1,932
1614
$83.4K ﹤0.01%
5,634
+3,297
1615
$83K ﹤0.01%
8,296
+67
1616
$83K ﹤0.01%
283
+173
1617
$83K ﹤0.01%
2,296
+1,950
1618
$82.9K ﹤0.01%
7,949
+252
1619
$82.8K ﹤0.01%
952
1620
$82.7K ﹤0.01%
7,625
-200
1621
$82.5K ﹤0.01%
3,190
1622
$82.2K ﹤0.01%
354
+10
1623
$82.2K ﹤0.01%
2,603
+48
1624
$82K ﹤0.01%
1,693
1625
$81.9K ﹤0.01%
1,036
-881
63 64
65
66 67