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
2351
$20.9K ﹤0.01%
1,235
+12
2352
$20.9K ﹤0.01%
837
+464
2353
$20.8K ﹤0.01%
320
-100
2354
$20.8K ﹤0.01%
+399
2355
$20.8K ﹤0.01%
+41
2356
$20.7K ﹤0.01%
526
2357
$20.7K ﹤0.01%
1,557
2358
$20.6K ﹤0.01%
695
+650
2359
$20.6K ﹤0.01%
220
2360
$20.5K ﹤0.01%
685
2361
$20.5K ﹤0.01%
1,457
-121
2362
$20.5K ﹤0.01%
1,000
2363
$20.5K ﹤0.01%
448
-18
2364
$20.4K ﹤0.01%
+457
2365
$20.3K ﹤0.01%
1,576
2366
$20.3K ﹤0.01%
243
2367
$20.3K ﹤0.01%
1,217
+1
2368
$20.3K ﹤0.01%
914
2369
$20.3K ﹤0.01%
2,000
2370
$20.2K ﹤0.01%
3,454
+1,204
2371
$20.2K ﹤0.01%
160
2372
$20.2K ﹤0.01%
+700
2373
$20.1K ﹤0.01%
1,035
2374
$20.1K ﹤0.01%
365
2375
$20.1K ﹤0.01%
+620
93 94
95
96 97