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
1876
$50.7K ﹤0.01%
297
-397
1877
$50.7K ﹤0.01%
874
+143
1878
$50.5K ﹤0.01%
1,465
1879
$50.4K ﹤0.01%
2,661
-4
1880
$50.4K ﹤0.01%
872
+64
1881
$50.3K ﹤0.01%
1,541
1882
$50.3K ﹤0.01%
3,620
+1,400
1883
$50.3K ﹤0.01%
1,733
-4,386
1884
$50.2K ﹤0.01%
403
-223
1885
$50.1K ﹤0.01%
310
-82
1886
$49.6K ﹤0.01%
989
+587
1887
$48.7K ﹤0.01%
1,295
1888
$48.6K ﹤0.01%
1,447
+258
1889
$48.5K ﹤0.01%
453
1890
$48.4K ﹤0.01%
3,000
1891
$48.4K ﹤0.01%
746
+189
1892
$48.3K ﹤0.01%
1,288
+1,190
1893
$48.3K ﹤0.01%
1,212
-8,591
1894
$48.2K ﹤0.01%
474
-19
1895
$48.2K ﹤0.01%
+2,415
1896
$48.2K ﹤0.01%
1,012
+912
1897
$48.1K ﹤0.01%
3,376
+1,775
1898
$48K ﹤0.01%
2,915
1899
$48K ﹤0.01%
652
+56
1900
$47.9K ﹤0.01%
2,115
74 75
76
77 78