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
2001
$39.5K ﹤0.01%
1,267
2002
$39.4K ﹤0.01%
526
+34
2003
$39.4K ﹤0.01%
1,090
+420
2004
$39.1K ﹤0.01%
1,532
+9
2005
$39K ﹤0.01%
163
2006
$38.5K ﹤0.01%
308
+34
2007
$38.4K ﹤0.01%
701
+10
2008
$38.4K ﹤0.01%
1,341
+8
2009
$38.3K ﹤0.01%
1,142
+44
2010
$38.2K ﹤0.01%
859
2011
$38.2K ﹤0.01%
237
+231
2012
$38.2K ﹤0.01%
7,200
+7,100
2013
$38K ﹤0.01%
802
-133
2014
$38K ﹤0.01%
1,513
+1,099
2015
$38K ﹤0.01%
362
2016
$37.9K ﹤0.01%
1,207
+2
2017
$37.9K ﹤0.01%
415
+115
2018
$37.9K ﹤0.01%
3,275
+2,400
2019
$37.9K ﹤0.01%
3,824
+568
2020
$37.8K ﹤0.01%
1,025
2021
$37.8K ﹤0.01%
1,110
2022
$37.8K ﹤0.01%
3,963
+3,363
2023
$37.8K ﹤0.01%
1,877
+19
2024
$37.8K ﹤0.01%
6,636
2025
$37.8K ﹤0.01%
+2,822
79 80
81
82 83