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
2126
$31.3K ﹤0.01%
3,394
-59,110
2127
$31.3K ﹤0.01%
889
+100
2128
$31.2K ﹤0.01%
339
2129
$31.1K ﹤0.01%
125
+50
2130
$31.1K ﹤0.01%
5,077
+119
2131
$31.1K ﹤0.01%
675
+150
2132
$31K ﹤0.01%
486
2133
$30.7K ﹤0.01%
614
2134
$30.5K ﹤0.01%
6,525
-100
2135
$30.5K ﹤0.01%
565
-82
2136
$30.5K ﹤0.01%
248
-20
2137
$30.4K ﹤0.01%
694
-250
2138
$30.4K ﹤0.01%
807
2139
$30.3K ﹤0.01%
1,550
-200
2140
$30.3K ﹤0.01%
+335
2141
$30.3K ﹤0.01%
3,500
-5,000
2142
$30.2K ﹤0.01%
177
-345
2143
$30.1K ﹤0.01%
537
-18
2144
$30K ﹤0.01%
1,270
+143
2145
$30K ﹤0.01%
350
2146
$30K ﹤0.01%
1,575
-6,539
2147
$29.9K ﹤0.01%
2,855
2148
$29.8K ﹤0.01%
1,250
2149
$29.8K ﹤0.01%
450
+300
2150
$29.7K ﹤0.01%
1,296
-137
84 85
86
87 88