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
2176
$28.8K ﹤0.01%
2,448
2177
$28.7K ﹤0.01%
2,225
2178
$28.7K ﹤0.01%
2,000
-531
2179
$28.7K ﹤0.01%
319
2180
$28.6K ﹤0.01%
1,132
+14
2181
$28.6K ﹤0.01%
4,079
2182
$28.6K ﹤0.01%
2,807
+2,000
2183
$28.5K ﹤0.01%
636
2184
$28.3K ﹤0.01%
724
-5
2185
$28.3K ﹤0.01%
1,841
+925
2186
$28.3K ﹤0.01%
402
2187
$28.3K ﹤0.01%
185
2188
$28.2K ﹤0.01%
485
+450
2189
$28.1K ﹤0.01%
120
-2
2190
$28.1K ﹤0.01%
484
2191
$27.9K ﹤0.01%
660
-10
2192
$27.9K ﹤0.01%
162
+13
2193
$27.9K ﹤0.01%
737
2194
$27.9K ﹤0.01%
763
2195
$27.9K ﹤0.01%
7,000
+2,500
2196
$27.9K ﹤0.01%
1,500
+1,138
2197
$27.9K ﹤0.01%
+554
2198
$27.8K ﹤0.01%
497
-831
2199
$27.8K ﹤0.01%
2,040
2200
$27.8K ﹤0.01%
465
+40
86 87
88
89 90