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
1751
$65.4K ﹤0.01%
7,748
+1,490
1752
$65.2K ﹤0.01%
1,575
1753
$65.1K ﹤0.01%
529
-101
1754
$65.1K ﹤0.01%
694
-41
1755
$65K ﹤0.01%
244
+36
1756
$64.9K ﹤0.01%
1,080
-618
1757
$64.9K ﹤0.01%
1,517
+19
1758
$64.6K ﹤0.01%
3,250
-1,450
1759
$64.1K ﹤0.01%
1,565
+21
1760
$64K ﹤0.01%
2,000
+700
1761
$63.9K ﹤0.01%
1,380
1762
$63.9K ﹤0.01%
1,837
+73
1763
$63.8K ﹤0.01%
1,131
1764
$63.7K ﹤0.01%
4,593
-550
1765
$63.4K ﹤0.01%
1,250
-225
1766
$62.8K ﹤0.01%
6,949
+1,297
1767
$62.8K ﹤0.01%
1,094
+319
1768
$62.7K ﹤0.01%
954
-1,749
1769
$62.4K ﹤0.01%
2,036
-498
1770
$62.4K ﹤0.01%
1,252
1771
$62.2K ﹤0.01%
+1,775
1772
$61.9K ﹤0.01%
662
-184
1773
$61.9K ﹤0.01%
568
+27
1774
$61.9K ﹤0.01%
774
-17
1775
$61.9K ﹤0.01%
2,600
69 70
71
72 73