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
2376
$20K ﹤0.01%
1,720
2377
$20K ﹤0.01%
263
-24
2378
$19.9K ﹤0.01%
1,500
2379
$19.8K ﹤0.01%
+534
2380
$19.8K ﹤0.01%
+982
2381
$19.7K ﹤0.01%
523
2382
$19.7K ﹤0.01%
3,000
2383
$19.7K ﹤0.01%
283
2384
$19.7K ﹤0.01%
+175
2385
$19.7K ﹤0.01%
797
+2
2386
$19.6K ﹤0.01%
610
2387
$19.5K ﹤0.01%
1,100
2388
$19.5K ﹤0.01%
449
+74
2389
$19.5K ﹤0.01%
604
+2
2390
$19.4K ﹤0.01%
+899
2391
$19.4K ﹤0.01%
+316
2392
$19.4K ﹤0.01%
460
2393
$19.1K ﹤0.01%
300
+100
2394
$19.1K ﹤0.01%
2,350
+650
2395
$19K ﹤0.01%
494
2396
$19K ﹤0.01%
597
-1,637
2397
$18.9K ﹤0.01%
1,173
2398
$18.8K ﹤0.01%
355
+290
2399
$18.8K ﹤0.01%
149
-193
2400
$18.7K ﹤0.01%
274
+1
94 95
96
97 98