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
2401
$18.7K ﹤0.01%
171
2402
$18.7K ﹤0.01%
204
-99
2403
$18.6K ﹤0.01%
+134
2404
$18.6K ﹤0.01%
1,406
+85
2405
$18.5K ﹤0.01%
508
2406
$18.5K ﹤0.01%
1,131
-1,266
2407
$18.5K ﹤0.01%
3,139
-250
2408
$18.4K ﹤0.01%
1,395
+24
2409
$18.4K ﹤0.01%
457
+227
2410
$18.4K ﹤0.01%
3,426
2411
$18.4K ﹤0.01%
300
-30
2412
$18.4K ﹤0.01%
889
+602
2413
$18.4K ﹤0.01%
950
2414
$18.3K ﹤0.01%
433
2415
$18.3K ﹤0.01%
2,243
+451
2416
$18.3K ﹤0.01%
500
2417
$18.2K ﹤0.01%
196
2418
$18.2K ﹤0.01%
+1,400
2419
$18.2K ﹤0.01%
248
-12
2420
$18.2K ﹤0.01%
973
2421
$18.1K ﹤0.01%
366
2422
$18.1K ﹤0.01%
140
2423
$18.1K ﹤0.01%
297
2424
$18K ﹤0.01%
730
-502
2425
$18K ﹤0.01%
234
+200
95 96
97
98 99