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
1801
$59.2K ﹤0.01%
2,036
+1,000
1802
$58.9K ﹤0.01%
875
1803
$58.7K ﹤0.01%
947
-66
1804
$58.7K ﹤0.01%
1,377
+85
1805
$58.7K ﹤0.01%
3,111
1806
$58.6K ﹤0.01%
1,877
1807
$58.5K ﹤0.01%
2,927
-7
1808
$58.1K ﹤0.01%
1,083
1809
$58.1K ﹤0.01%
3,902
+187
1810
$57.9K ﹤0.01%
1,682
+412
1811
$57.8K ﹤0.01%
1,102
-6,323
1812
$57.8K ﹤0.01%
1,031
+1
1813
$57.8K ﹤0.01%
2,782
+17
1814
$57.7K ﹤0.01%
22,200
-2,050
1815
$57.7K ﹤0.01%
404
-2
1816
$57.6K ﹤0.01%
1,535
+41
1817
$57.5K ﹤0.01%
4,037
+81
1818
$57.3K ﹤0.01%
725
-11
1819
$57.3K ﹤0.01%
2,880
1820
$57.3K ﹤0.01%
582
+15
1821
$57.3K ﹤0.01%
5,000
1822
$57.2K ﹤0.01%
1,317
-73
1823
$57K ﹤0.01%
1,418
+3
1824
$57K ﹤0.01%
1,858
1825
$57K ﹤0.01%
342
+15
71 72
73
74 75