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
2426
$18K ﹤0.01%
365
-51
2427
$17.9K ﹤0.01%
1,303
+11
2428
$17.9K ﹤0.01%
200
+20
2429
$17.8K ﹤0.01%
2,614
2430
$17.8K ﹤0.01%
693
+420
2431
$17.8K ﹤0.01%
462
+350
2432
$17.7K ﹤0.01%
322
-260
2433
$17.7K ﹤0.01%
1,171
+17
2434
$17.6K ﹤0.01%
555
+288
2435
$17.6K ﹤0.01%
244
-639
2436
$17.6K ﹤0.01%
592
-30
2437
$17.6K ﹤0.01%
+490
2438
$17.6K ﹤0.01%
274
+32
2439
$17.6K ﹤0.01%
202
+9
2440
$17.6K ﹤0.01%
1,473
2441
$17.5K ﹤0.01%
440
2442
$17.5K ﹤0.01%
752
-145
2443
$17.4K ﹤0.01%
291
2444
$17.4K ﹤0.01%
300
-100
2445
$17.4K ﹤0.01%
728
-89
2446
$17.4K ﹤0.01%
1,854
2447
$17.4K ﹤0.01%
600
2448
$17.3K ﹤0.01%
234
2449
$17.3K ﹤0.01%
259
2450
$17.3K ﹤0.01%
500
+50
96 97
98
99 100