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
2076
$34.3K ﹤0.01%
2,615
+2,000
2077
$34.2K ﹤0.01%
1,261
+43
2078
$34.2K ﹤0.01%
3,550
-100
2079
$34.2K ﹤0.01%
422
2080
$34K ﹤0.01%
1,550
+957
2081
$33.9K ﹤0.01%
218
2082
$33.9K ﹤0.01%
1,317
-86
2083
$33.8K ﹤0.01%
2,558
+22
2084
$33.8K ﹤0.01%
650
2085
$33.8K ﹤0.01%
1,450
2086
$33.8K ﹤0.01%
895
2087
$33.6K ﹤0.01%
338
-7
2088
$33.6K ﹤0.01%
7,575
+2,125
2089
$33.5K ﹤0.01%
660
2090
$33.4K ﹤0.01%
517
-17
2091
$33.4K ﹤0.01%
380
-15
2092
$33.3K ﹤0.01%
2,000
2093
$33.2K ﹤0.01%
1,226
+60
2094
$33.1K ﹤0.01%
800
2095
$33.1K ﹤0.01%
397
-60
2096
$33.1K ﹤0.01%
188
2097
$33K ﹤0.01%
1,246
+1,175
2098
$32.9K ﹤0.01%
283
-1,177
2099
$32.8K ﹤0.01%
478
+379
2100
$32.8K ﹤0.01%
207
+6
82 83
84
85 86