AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
-0.37%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$720M
AUM Growth
-$291M
(-29%)
Cap. Flow
-$197M
Cap. Flow
% of AUM
-27.35%
Top 10 Holdings %
Top 10 Hldgs %
58.03%
Holding
245
New
63
Increased
44
Reduced
67
Closed
68
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$81.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$76.8M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$63.7M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$53.9M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$23.5M |
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
$79.4M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$78.4M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$67M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$56M |
| 5 |
Invesco QQQ Trust
QQQ
|
$45.5M |
Sector Composition
| 1 | Industrials | 1.27% |
| 2 | Healthcare | 1.22% |
| 3 | Real Estate | 0.93% |
| 4 | Technology | 0.7% |
| 5 | Consumer Staples | 0.67% |
