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
2251
$24.9K ﹤0.01%
182
2252
$24.8K ﹤0.01%
820
2253
$24.8K ﹤0.01%
469
-179
2254
$24.8K ﹤0.01%
2,857
+107
2255
$24.8K ﹤0.01%
540
+310
2256
$24.7K ﹤0.01%
253
-153
2257
$24.7K ﹤0.01%
556
+3
2258
$24.6K ﹤0.01%
228
-83
2259
$24.5K ﹤0.01%
743
-553
2260
$24.5K ﹤0.01%
950
2261
$24.4K ﹤0.01%
500
+227
2262
$24.4K ﹤0.01%
1,535
2263
$24.4K ﹤0.01%
271
+144
2264
$24.4K ﹤0.01%
628
+2
2265
$24.3K ﹤0.01%
833
-6,370
2266
$24.3K ﹤0.01%
579
-303
2267
$24.2K ﹤0.01%
305
-2,619
2268
$24.2K ﹤0.01%
186
+158
2269
$24.1K ﹤0.01%
269
2270
$24.1K ﹤0.01%
+200
2271
$24K ﹤0.01%
1,150
-500
2272
$24K ﹤0.01%
1,008
+6
2273
$24K ﹤0.01%
4,000
2274
$24K ﹤0.01%
303
-31
2275
$24K ﹤0.01%
880
89 90
91
92 93