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
1851
$53.5K ﹤0.01%
2,751
-250
1852
$53.5K ﹤0.01%
1,555
1853
$53.4K ﹤0.01%
+2,200
1854
$53.3K ﹤0.01%
1,290
+750
1855
$53.3K ﹤0.01%
10,255
-500
1856
$53.3K ﹤0.01%
1,333
+1
1857
$53.2K ﹤0.01%
1,092
+9
1858
$53.1K ﹤0.01%
3,062
+1,242
1859
$53.1K ﹤0.01%
723
+74
1860
$52.8K ﹤0.01%
1,123
+179
1861
$52.8K ﹤0.01%
+1,546
1862
$52.6K ﹤0.01%
2,000
-1,300
1863
$52.2K ﹤0.01%
1,191
+39
1864
$52.1K ﹤0.01%
1,185
1865
$51.9K ﹤0.01%
1,304
-215
1866
$51.6K ﹤0.01%
35
1867
$51.6K ﹤0.01%
760
1868
$51.5K ﹤0.01%
950
+175
1869
$51.3K ﹤0.01%
1,950
-225
1870
$51.3K ﹤0.01%
750
-39
1871
$51.2K ﹤0.01%
7,050
1872
$50.9K ﹤0.01%
1,399
+450
1873
$50.9K ﹤0.01%
1,621
1874
$50.9K ﹤0.01%
871
+14
1875
$50.8K ﹤0.01%
2,844
73 74
75
76 77