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
1776
$61.8K ﹤0.01%
1,486
+555
1777
$61.8K ﹤0.01%
1,131
1778
$61.8K ﹤0.01%
2,560
+60
1779
$61.7K ﹤0.01%
758
-384
1780
$61.7K ﹤0.01%
2,261
+2,200
1781
$61.5K ﹤0.01%
745
-16,223
1782
$61.4K ﹤0.01%
1,564
+1,427
1783
$61.3K ﹤0.01%
+900
1784
$61.2K ﹤0.01%
949
-6,115
1785
$60.8K ﹤0.01%
9,448
+617
1786
$60.8K ﹤0.01%
+1,100
1787
$60.8K ﹤0.01%
128
+1
1788
$60.8K ﹤0.01%
1,925
1789
$60.7K ﹤0.01%
689
+19
1790
$60.6K ﹤0.01%
2,250
+300
1791
$60.6K ﹤0.01%
1,419
-293
1792
$60.6K ﹤0.01%
1,802
1793
$60.5K ﹤0.01%
350
-17
1794
$60.4K ﹤0.01%
1,463
+153
1795
$60.4K ﹤0.01%
+1,068
1796
$60.2K ﹤0.01%
1,668
+84
1797
$60K ﹤0.01%
439
+22
1798
$59.9K ﹤0.01%
1,710
1799
$59.8K ﹤0.01%
915
-563
1800
$59.3K ﹤0.01%
622
+36
70 71
72
73 74