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
201
$3.13M 0.11%
23,631
+188
202
$3.05M 0.1%
62,257
+447
203
$3.04M 0.1%
12,579
+10,558
204
$3.03M 0.1%
51,633
+1,424
205
$3.03M 0.1%
29,545
+8,304
206
$3.02M 0.1%
80,729
+1,970
207
$3M 0.1%
31,921
+7,910
208
$2.98M 0.1%
136,794
+28,299
209
$2.97M 0.1%
15,256
+2,678
210
$2.96M 0.1%
22,022
-1,016
211
$2.96M 0.1%
28,799
+5,127
212
$2.94M 0.1%
27,399
+1,346
213
$2.9M 0.1%
27,594
+5,064
214
$2.89M 0.1%
18,905
+2,753
215
$2.86M 0.1%
14,138
+28
216
$2.86M 0.1%
14,916
+1,110
217
$2.84M 0.1%
8,422
-1,551
218
$2.82M 0.1%
3,805
+637
219
$2.8M 0.1%
8,479
+352
220
$2.77M 0.09%
48,650
+7,123
221
$2.77M 0.09%
59,163
+6,025
222
$2.77M 0.09%
32,682
-6,932
223
$2.76M 0.09%
26,146
+2,803
224
$2.76M 0.09%
8,107
+84
225
$2.73M 0.09%
9,820
+1,089
7 8
9
10 11