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
1951
$43.6K ﹤0.01%
486
+45
1952
$43.5K ﹤0.01%
1,501
1953
$43.4K ﹤0.01%
1,175
1954
$43.4K ﹤0.01%
543
1955
$43.3K ﹤0.01%
848
+685
1956
$43.2K ﹤0.01%
341
1957
$43.2K ﹤0.01%
3,800
+1,450
1958
$43.2K ﹤0.01%
1,505
1959
$43.2K ﹤0.01%
1,435
1960
$43.2K ﹤0.01%
2,341
+841
1961
$43.1K ﹤0.01%
383
+20
1962
$43.1K ﹤0.01%
1,895
1963
$43K ﹤0.01%
289
+19
1964
$43K ﹤0.01%
3,800
+871
1965
$42.9K ﹤0.01%
209
+8
1966
$42.9K ﹤0.01%
3,017
+13
1967
$42.9K ﹤0.01%
4,234
1968
$42.8K ﹤0.01%
1,168
-1,415
1969
$42.7K ﹤0.01%
6,046
-46
1970
$42.6K ﹤0.01%
714
-94
1971
$42.5K ﹤0.01%
2,323
-578
1972
$42.4K ﹤0.01%
348
-9,744
1973
$42.3K ﹤0.01%
+1,170
1974
$42.2K ﹤0.01%
1,329
+254
1975
$42.1K ﹤0.01%
1,100
77 78
79
80 81