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
1926
$45.3K ﹤0.01%
250
+14
1927
$45.3K ﹤0.01%
3,640
+15
1928
$45.2K ﹤0.01%
641
+37
1929
$45.2K ﹤0.01%
1,138
1930
$45.1K ﹤0.01%
766
+119
1931
$45.1K ﹤0.01%
498
-22
1932
$45K ﹤0.01%
18,500
+1,000
1933
$44.9K ﹤0.01%
1,158
1934
$44.8K ﹤0.01%
1,280
+4
1935
$44.8K ﹤0.01%
+1,433
1936
$44.7K ﹤0.01%
3,891
+46
1937
$44.7K ﹤0.01%
433
+82
1938
$44.6K ﹤0.01%
933
+486
1939
$44.6K ﹤0.01%
243
-7
1940
$44.5K ﹤0.01%
1,115
+85
1941
$44.5K ﹤0.01%
1,771
-225
1942
$44.5K ﹤0.01%
+17,800
1943
$44.3K ﹤0.01%
1,658
+358
1944
$44.2K ﹤0.01%
2,204
+37
1945
$43.9K ﹤0.01%
734
+30
1946
$43.9K ﹤0.01%
2,183
+1,075
1947
$43.8K ﹤0.01%
1,400
1948
$43.8K ﹤0.01%
385
+354
1949
$43.7K ﹤0.01%
315
+98
1950
$43.6K ﹤0.01%
3,050
+1,550
76 77
78
79 80