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
1701
$72.9K ﹤0.01%
2,087
-318
1702
$72.6K ﹤0.01%
845
+34
1703
$72.2K ﹤0.01%
693
-731
1704
$72.1K ﹤0.01%
2,950
+212
1705
$72.1K ﹤0.01%
6,530
+513
1706
$71.7K ﹤0.01%
241
1707
$71.6K ﹤0.01%
3,218
-4,046
1708
$71.5K ﹤0.01%
315
-162
1709
$71.5K ﹤0.01%
1,077
1710
$71.1K ﹤0.01%
6,350
1711
$71.1K ﹤0.01%
1,222
+3
1712
$71.1K ﹤0.01%
20,030
+3,050
1713
$70.9K ﹤0.01%
2,764
1714
$70.7K ﹤0.01%
1,669
+1,585
1715
$70.6K ﹤0.01%
16,925
+200
1716
$70.2K ﹤0.01%
595
1717
$70.1K ﹤0.01%
4,525
1718
$70.1K ﹤0.01%
5,757
1719
$70.1K ﹤0.01%
2,979
-12,438
1720
$69.9K ﹤0.01%
10,598
+9,788
1721
$69.9K ﹤0.01%
3,403
1722
$69.6K ﹤0.01%
390
1723
$69.6K ﹤0.01%
952
+47
1724
$69.5K ﹤0.01%
293
+20
1725
$69.3K ﹤0.01%
720
67 68
69
70 71