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
1976
$41.9K ﹤0.01%
1,162
+259
1977
$41.8K ﹤0.01%
6,368
+3,595
1978
$41.3K ﹤0.01%
1,608
1979
$41K ﹤0.01%
839
+21
1980
$41K ﹤0.01%
223
+19
1981
$40.9K ﹤0.01%
531
+59
1982
$40.9K ﹤0.01%
891
1983
$40.8K ﹤0.01%
5,160
1984
$40.8K ﹤0.01%
2,912
-1,860
1985
$40.7K ﹤0.01%
678
1986
$40.7K ﹤0.01%
4,000
1987
$40.6K ﹤0.01%
1,000
1988
$40.6K ﹤0.01%
1,409
+293
1989
$40.5K ﹤0.01%
3,137
+62
1990
$40.4K ﹤0.01%
2,230
1991
$40.4K ﹤0.01%
1,400
1992
$40.2K ﹤0.01%
+2,603
1993
$40.2K ﹤0.01%
+900
1994
$40.2K ﹤0.01%
1,525
1995
$40.1K ﹤0.01%
999
-4,779
1996
$40K ﹤0.01%
1,472
1997
$39.9K ﹤0.01%
1,291
-90
1998
$39.9K ﹤0.01%
1,494
1999
$39.8K ﹤0.01%
571
2000
$39.6K ﹤0.01%
896
+328
78 79
80
81 82