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
1676
$75.6K ﹤0.01%
3,200
1677
$75.5K ﹤0.01%
57
1678
$75.5K ﹤0.01%
+2,387
1679
$75.3K ﹤0.01%
+9,755
1680
$75.1K ﹤0.01%
6,100
+600
1681
$75.1K ﹤0.01%
+1,300
1682
$75K ﹤0.01%
6,618
+245
1683
$74.8K ﹤0.01%
499
+470
1684
$74.8K ﹤0.01%
4,639
1685
$74.8K ﹤0.01%
9,100
+1,075
1686
$74.8K ﹤0.01%
1,704
+97
1687
$74.7K ﹤0.01%
313
+19
1688
$74.6K ﹤0.01%
1,805
+1
1689
$74.6K ﹤0.01%
524
+25
1690
$74.4K ﹤0.01%
1,038
-64
1691
$74.2K ﹤0.01%
2,849
+1,320
1692
$74.1K ﹤0.01%
2,190
+100
1693
$74K ﹤0.01%
1,777
+273
1694
$73.9K ﹤0.01%
2,221
-205
1695
$73.8K ﹤0.01%
928
1696
$73.6K ﹤0.01%
1,239
-72
1697
$73.2K ﹤0.01%
367
-2,737
1698
$73.1K ﹤0.01%
3,400
1699
$72.9K ﹤0.01%
7,751
1700
$72.9K ﹤0.01%
457
-37
66 67
68
69 70