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
2151
$29.7K ﹤0.01%
330
2152
$29.7K ﹤0.01%
1,040
2153
$29.7K ﹤0.01%
24
+5
2154
$29.7K ﹤0.01%
847
-1,205
2155
$29.6K ﹤0.01%
206
2156
$29.6K ﹤0.01%
1,630
2157
$29.5K ﹤0.01%
715
2158
$29.5K ﹤0.01%
441
2159
$29.5K ﹤0.01%
3,234
2160
$29.5K ﹤0.01%
1,510
2161
$29.5K ﹤0.01%
5,022
-512
2162
$29.5K ﹤0.01%
2,000
2163
$29.4K ﹤0.01%
1,300
2164
$29.4K ﹤0.01%
191
+176
2165
$29.4K ﹤0.01%
1,209
+176
2166
$29.4K ﹤0.01%
1,697
-803
2167
$29.2K ﹤0.01%
258
2168
$29.2K ﹤0.01%
460
-570
2169
$29.1K ﹤0.01%
238
2170
$29K ﹤0.01%
992
-11,450
2171
$28.9K ﹤0.01%
2,596
+38
2172
$28.9K ﹤0.01%
119
2173
$28.9K ﹤0.01%
586
2174
$28.9K ﹤0.01%
475
-4,253
2175
$28.8K ﹤0.01%
2,324
-400
85 86
87
88 89