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
151
$4.06M 0.14%
40,114
+29,510
152
$4.06M 0.14%
74,439
+8,601
153
$4.01M 0.14%
82,852
+1,248
154
$3.95M 0.13%
66,162
+6,887
155
$3.94M 0.13%
15,150
-2,898
156
$3.91M 0.13%
66,002
+56,128
157
$3.85M 0.13%
38,066
+4,850
158
$3.84M 0.13%
195,645
+37,991
159
$3.82M 0.13%
46,499
+8,997
160
$3.8M 0.13%
79,741
+483
161
$3.8M 0.13%
29,219
+2,613
162
$3.79M 0.13%
155,224
-11,049
163
$3.74M 0.13%
42,573
+5,970
164
$3.74M 0.13%
62,758
-14,891
165
$3.73M 0.13%
106,833
-20,322
166
$3.73M 0.13%
37,317
+2,387
167
$3.7M 0.13%
29,131
-10,152
168
$3.68M 0.13%
21,834
+3,815
169
$3.68M 0.13%
52,909
+4,805
170
$3.65M 0.12%
68,739
-6,621
171
$3.61M 0.12%
30,668
-8,275
172
$3.57M 0.12%
35,266
-2,388
173
$3.51M 0.12%
13,793
+1,766
174
$3.49M 0.12%
21,586
+11,663
175
$3.48M 0.12%
42,475
-11,686
5 6
7
8 9