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
2201
$27.8K ﹤0.01%
253
2202
$27.8K ﹤0.01%
+1,000
2203
$27.6K ﹤0.01%
1,700
2204
$27.6K ﹤0.01%
947
2205
$27.4K ﹤0.01%
525
2206
$27.4K ﹤0.01%
445
-130
2207
$27.3K ﹤0.01%
660
+10
2208
$27.3K ﹤0.01%
1,410
+250
2209
$27.2K ﹤0.01%
676
2210
$27.2K ﹤0.01%
1,356
-50
2211
$27.2K ﹤0.01%
659
+1
2212
$27.1K ﹤0.01%
6,007
2213
$27K ﹤0.01%
580
2214
$27K ﹤0.01%
466
+30
2215
$26.9K ﹤0.01%
554
-183
2216
$26.8K ﹤0.01%
2,044
+1,140
2217
$26.8K ﹤0.01%
1,860
+1,397
2218
$26.7K ﹤0.01%
542
+407
2219
$26.7K ﹤0.01%
1,176
-272
2220
$26.6K ﹤0.01%
441
+81
2221
$26.6K ﹤0.01%
276
-19
2222
$26.5K ﹤0.01%
5,134
-110
2223
$26.5K ﹤0.01%
579
-755
2224
$26.4K ﹤0.01%
262
+100
2225
$26.4K ﹤0.01%
1,064
+394
87 88
89
90 91