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
2276
$23.9K ﹤0.01%
758
2277
$23.9K ﹤0.01%
2,011
2278
$23.9K ﹤0.01%
1,146
+3
2279
$23.8K ﹤0.01%
+1,207
2280
$23.8K ﹤0.01%
950
2281
$23.8K ﹤0.01%
972
+32
2282
$23.8K ﹤0.01%
522
-1,002
2283
$23.7K ﹤0.01%
+2,176
2284
$23.6K ﹤0.01%
452
-39,645
2285
$23.5K ﹤0.01%
900
2286
$23.5K ﹤0.01%
801
2287
$23.4K ﹤0.01%
234
2288
$23.4K ﹤0.01%
110
+93
2289
$23.3K ﹤0.01%
+464
2290
$23.2K ﹤0.01%
113
+2
2291
$23.2K ﹤0.01%
2,518
+1,381
2292
$23.2K ﹤0.01%
517
+194
2293
$23.1K ﹤0.01%
+464
2294
$23K ﹤0.01%
1,100
2295
$23K ﹤0.01%
301
2296
$22.9K ﹤0.01%
3,649
2297
$22.9K ﹤0.01%
664
2298
$22.8K ﹤0.01%
372
+7
2299
$22.8K ﹤0.01%
2,100
2300
$22.8K ﹤0.01%
1,214
+89
90 91
92
93 94