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
1626
$81.9K ﹤0.01%
2,203
-2,918
1627
$81.8K ﹤0.01%
919
+850
1628
$81.7K ﹤0.01%
4,719
1629
$81.7K ﹤0.01%
956
+48
1630
$81.7K ﹤0.01%
927
+1
1631
$81.6K ﹤0.01%
417
+242
1632
$81.2K ﹤0.01%
2,700
1633
$81K ﹤0.01%
891
+5
1634
$81K ﹤0.01%
+5,814
1635
$80.9K ﹤0.01%
23,939
1636
$80.8K ﹤0.01%
3,130
+598
1637
$80K ﹤0.01%
1,252
-54
1638
$79.9K ﹤0.01%
184
1639
$79.7K ﹤0.01%
992
+105
1640
$79.6K ﹤0.01%
1,779
+303
1641
$79.5K ﹤0.01%
4,421
+223
1642
$79.4K ﹤0.01%
823
-199
1643
$79.4K ﹤0.01%
723
-34
1644
$79.4K ﹤0.01%
1,668
+112
1645
$79.4K ﹤0.01%
350
+8
1646
$79.3K ﹤0.01%
4,360
-340
1647
$79.2K ﹤0.01%
318
+11
1648
$79.1K ﹤0.01%
3,150
-150
1649
$79K ﹤0.01%
3,793
+1,083
1650
$78.6K ﹤0.01%
859
-1,916
64 65
66
67 68