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
2226
$26.2K ﹤0.01%
140
2227
$26.2K ﹤0.01%
10,867
-309
2228
$26.2K ﹤0.01%
536
2229
$26.1K ﹤0.01%
1,305
-800
2230
$26K ﹤0.01%
647
2231
$26K ﹤0.01%
333
-2,511
2232
$26K ﹤0.01%
2,083
+25
2233
$26K ﹤0.01%
350
2234
$26K ﹤0.01%
795
+55
2235
$25.9K ﹤0.01%
852
+366
2236
$25.8K ﹤0.01%
4,632
-350
2237
$25.8K ﹤0.01%
986
+6
2238
$25.7K ﹤0.01%
172
2239
$25.6K ﹤0.01%
1,195
-6,565
2240
$25.5K ﹤0.01%
514
+484
2241
$25.4K ﹤0.01%
500
2242
$25.4K ﹤0.01%
680
+31
2243
$25.4K ﹤0.01%
2,645
+2,145
2244
$25.4K ﹤0.01%
197
-3
2245
$25.2K ﹤0.01%
+750
2246
$25.2K ﹤0.01%
5,004
+1,103
2247
$25.1K ﹤0.01%
488
-114
2248
$25.1K ﹤0.01%
500
-100
2249
$25K ﹤0.01%
+599
2250
$25K ﹤0.01%
1,245
88 89
90
91 92