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
1651
$78.4K ﹤0.01%
2,850
1652
$78.2K ﹤0.01%
20,106
+247
1653
$78.1K ﹤0.01%
1,774
-60
1654
$78K ﹤0.01%
447
-34
1655
$77.9K ﹤0.01%
1,320
-346
1656
$77.8K ﹤0.01%
1,223
+20
1657
$77.3K ﹤0.01%
4,800
+467
1658
$77.2K ﹤0.01%
14,138
-1,936
1659
$77K ﹤0.01%
6,889
+1,734
1660
$76.8K ﹤0.01%
7,424
+7,324
1661
$76.5K ﹤0.01%
1,168
1662
$76.4K ﹤0.01%
405
+127
1663
$76.3K ﹤0.01%
2,748
+23
1664
$76.2K ﹤0.01%
7,103
+774
1665
$76.2K ﹤0.01%
4,937
+4,637
1666
$76.1K ﹤0.01%
7,780
1667
$76.1K ﹤0.01%
2,205
+1,106
1668
$76K ﹤0.01%
220
+2
1669
$76K ﹤0.01%
908
1670
$76K ﹤0.01%
2,351
+143
1671
$76K ﹤0.01%
2,000
-81
1672
$75.9K ﹤0.01%
1,542
1673
$75.8K ﹤0.01%
6,038
-7,365
1674
$75.8K ﹤0.01%
733
+3
1675
$75.8K ﹤0.01%
3,019
+139
65 66
67
68 69