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
1826
$56.7K ﹤0.01%
1,188
-49
1827
$56.7K ﹤0.01%
2,120
1828
$56.7K ﹤0.01%
1,852
1829
$56.4K ﹤0.01%
2,000
1830
$56.3K ﹤0.01%
2,558
-88
1831
$56.3K ﹤0.01%
1,615
+27
1832
$56.2K ﹤0.01%
731
-469
1833
$56K ﹤0.01%
620
+2
1834
$56K ﹤0.01%
6,956
+106
1835
$55.8K ﹤0.01%
694
+89
1836
$55.7K ﹤0.01%
1,196
+1,083
1837
$55.5K ﹤0.01%
308
-448
1838
$55.1K ﹤0.01%
495
+181
1839
$55.1K ﹤0.01%
1,976
-139
1840
$55K ﹤0.01%
881
-155
1841
$54.9K ﹤0.01%
1,125
-245
1842
$54.9K ﹤0.01%
2,204
+90
1843
$54.7K ﹤0.01%
1,100
1844
$54.6K ﹤0.01%
1,707
+96
1845
$54.4K ﹤0.01%
510
1846
$54.2K ﹤0.01%
180
1847
$54.1K ﹤0.01%
1,165
-1,036
1848
$53.9K ﹤0.01%
1,149
-40
1849
$53.6K ﹤0.01%
612
1850
$53.6K ﹤0.01%
542
-105
72 73
74
75 76