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
1726
$69.2K ﹤0.01%
44,939
-8,345
1727
$69.2K ﹤0.01%
3,309
+1,741
1728
$69.1K ﹤0.01%
177
-2,333
1729
$69.1K ﹤0.01%
1,778
1730
$69.1K ﹤0.01%
1,549
+1,330
1731
$68.7K ﹤0.01%
2,620
-18,480
1732
$68.7K ﹤0.01%
482
+450
1733
$68.7K ﹤0.01%
8,650
+400
1734
$68.7K ﹤0.01%
496
+31
1735
$68.4K ﹤0.01%
2,329
+93
1736
$67.8K ﹤0.01%
305
1737
$67.4K ﹤0.01%
2,320
-3,709
1738
$66.9K ﹤0.01%
5,742
1739
$66.9K ﹤0.01%
1,725
+1,145
1740
$66.6K ﹤0.01%
2,160
+104
1741
$66.6K ﹤0.01%
5,988
+53
1742
$66.6K ﹤0.01%
577
+120
1743
$66.3K ﹤0.01%
2,271
+811
1744
$66.1K ﹤0.01%
821
+36
1745
$66.1K ﹤0.01%
5,460
+460
1746
$65.9K ﹤0.01%
802
+18
1747
$65.9K ﹤0.01%
1,080
+169
1748
$65.8K ﹤0.01%
1,613
1749
$65.5K ﹤0.01%
751
+429
1750
$65.4K ﹤0.01%
1,800
68 69
70
71 72