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
2326
$21.9K ﹤0.01%
672
-17
2327
$21.9K ﹤0.01%
1,260
-247
2328
$21.8K ﹤0.01%
843
+438
2329
$21.7K ﹤0.01%
+674
2330
$21.7K ﹤0.01%
465
-42,031
2331
$21.7K ﹤0.01%
390
2332
$21.6K ﹤0.01%
520
-45
2333
$21.5K ﹤0.01%
355
-318
2334
$21.5K ﹤0.01%
1,550
2335
$21.4K ﹤0.01%
1,344
-87
2336
$21.4K ﹤0.01%
715
-2,416
2337
$21.3K ﹤0.01%
700
2338
$21.2K ﹤0.01%
281
2339
$21.1K ﹤0.01%
681
-249
2340
$21.1K ﹤0.01%
190
2341
$21.1K ﹤0.01%
+3,000
2342
$21.1K ﹤0.01%
101
-15
2343
$21.1K ﹤0.01%
318
+3
2344
$21.1K ﹤0.01%
1,705
+1,405
2345
$21.1K ﹤0.01%
590
2346
$21K ﹤0.01%
222
-85
2347
$21K ﹤0.01%
+670
2348
$21K ﹤0.01%
228
2349
$20.9K ﹤0.01%
4,486
2350
$20.9K ﹤0.01%
515
92 93
94
95 96