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
1901
$47.5K ﹤0.01%
1,419
+1
1902
$47.5K ﹤0.01%
2,032
+121
1903
$47.3K ﹤0.01%
313
+13
1904
$47.1K ﹤0.01%
9,150
1905
$47.1K ﹤0.01%
1,280
-900
1906
$47K ﹤0.01%
4,087
+130
1907
$47K ﹤0.01%
1,110
-25
1908
$46.9K ﹤0.01%
1,142
+16
1909
$46.9K ﹤0.01%
2,224
1910
$46.8K ﹤0.01%
2,240
1911
$46.8K ﹤0.01%
5,410
1912
$46.7K ﹤0.01%
3,650
1913
$46.4K ﹤0.01%
1,059
-5,243
1914
$46.4K ﹤0.01%
2,745
1915
$46.4K ﹤0.01%
2,800
+2,709
1916
$46.2K ﹤0.01%
1,150
1917
$46.1K ﹤0.01%
541
-253
1918
$46.1K ﹤0.01%
2,838
+2,800
1919
$46.1K ﹤0.01%
308
+7
1920
$46K ﹤0.01%
4,500
-150
1921
$45.7K ﹤0.01%
1,050
-365
1922
$45.5K ﹤0.01%
2,350
1923
$45.5K ﹤0.01%
3,471
-685
1924
$45.5K ﹤0.01%
803
+41
1925
$45.4K ﹤0.01%
1,364
+79
75 76
77
78 79