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
176
$3.45M 0.12%
40,072
+3,865
177
$3.42M 0.12%
16,117
+3,705
178
$3.4M 0.12%
28,428
+2,783
179
$3.4M 0.12%
52,134
+27,827
180
$3.4M 0.12%
45,504
+5,347
181
$3.39M 0.12%
31,165
+4,061
182
$3.39M 0.12%
32,297
+27,469
183
$3.38M 0.12%
90,351
+3,858
184
$3.38M 0.12%
28,580
-10,709
185
$3.35M 0.11%
45,843
+4,273
186
$3.35M 0.11%
150,237
+123,543
187
$3.34M 0.11%
6,813
-171
188
$3.33M 0.11%
15,527
+127
189
$3.33M 0.11%
102,979
+46,238
190
$3.32M 0.11%
29,899
+4,310
191
$3.31M 0.11%
42,631
+978
192
$3.29M 0.11%
5,562
-2,641
193
$3.26M 0.11%
65,540
+49,485
194
$3.2M 0.11%
33,402
+6,170
195
$3.2M 0.11%
35,028
+19,120
196
$3.19M 0.11%
16,300
+4,742
197
$3.19M 0.11%
167,779
+80,820
198
$3.19M 0.11%
112,762
-23,685
199
$3.15M 0.11%
34,681
-885
200
$3.15M 0.11%
40,757
-6,208
6 7
8
9 10