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
2451
$17.3K ﹤0.01%
100
2452
$17.3K ﹤0.01%
140
+80
2453
$17.2K ﹤0.01%
207
2454
$17.2K ﹤0.01%
698
+1
2455
$17.2K ﹤0.01%
317
+67
2456
$17.2K ﹤0.01%
400
2457
$17.1K ﹤0.01%
11,121
2458
$17.1K ﹤0.01%
994
-6,318
2459
$17.1K ﹤0.01%
2,791
+2,000
2460
$17K ﹤0.01%
1,000
2461
$16.9K ﹤0.01%
300
2462
$16.9K ﹤0.01%
264
2463
$16.9K ﹤0.01%
5,000
2464
$16.8K ﹤0.01%
+614
2465
$16.7K ﹤0.01%
3,798
+8
2466
$16.7K ﹤0.01%
1,192
-86
2467
$16.7K ﹤0.01%
351
2468
$16.7K ﹤0.01%
700
+400
2469
$16.6K ﹤0.01%
150
2470
$16.5K ﹤0.01%
1,483
+914
2471
$16.4K ﹤0.01%
219
2472
$16.4K ﹤0.01%
105
2473
$16.4K ﹤0.01%
1,204
2474
$16.4K ﹤0.01%
720
+234
2475
$16.4K ﹤0.01%
309
97 98
99
100 101