AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
-2.52%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$155M
AUM Growth
-$42.5M
(-22%)
Cap. Flow
-$39M
Cap. Flow
% of AUM
-25.16%
Top 10 Holdings %
Top 10 Hldgs %
38.76%
Holding
445
New
124
Increased
33
Reduced
45
Closed
242
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$8.8M |
| 2 |
Direxion Daily Emerging Markets Bull 3X Shares
EDC
|
$7.83M |
| 3 |
iShares US Real Estate ETF
IYR
|
$5.53M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.15M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$3.9M |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$7.03M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$6.66M |
| 3 |
ProShares Ultra Real Estate
URE
|
$5.48M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$5.38M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$5.23M |
Sector Composition
| 1 | Technology | 0.61% |
| 2 | Financials | 0.46% |
| 3 | Healthcare | 0.35% |
| 4 | Industrials | 0.34% |
| 5 | Consumer Discretionary | 0.21% |