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
2101
$32.7K ﹤0.01%
178
2102
$32.6K ﹤0.01%
+528
2103
$32.5K ﹤0.01%
672
2104
$32.4K ﹤0.01%
514
2105
$32.4K ﹤0.01%
1,121
+8
2106
$32.3K ﹤0.01%
8,100
2107
$32.3K ﹤0.01%
1,944
2108
$32.1K ﹤0.01%
1,000
2109
$32K ﹤0.01%
2,948
2110
$32K ﹤0.01%
3,237
+1,687
2111
$31.9K ﹤0.01%
236
+82
2112
$31.9K ﹤0.01%
2,258
2113
$31.9K ﹤0.01%
716
+5
2114
$31.8K ﹤0.01%
1,284
+884
2115
$31.8K ﹤0.01%
268
-550
2116
$31.8K ﹤0.01%
164
-49
2117
$31.8K ﹤0.01%
44
2118
$31.8K ﹤0.01%
3,441
-4,000
2119
$31.8K ﹤0.01%
2,353
2120
$31.7K ﹤0.01%
1,351
+96
2121
$31.5K ﹤0.01%
955
2122
$31.4K ﹤0.01%
846
-30
2123
$31.3K ﹤0.01%
+770
2124
$31.3K ﹤0.01%
795
-8
2125
$31.3K ﹤0.01%
2,597
-4,883
83 84
85
86 87