AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
+0.81%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$215M
AUM Growth
-$20M
(-8.5%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-10.13%
Top 10 Holdings %
Top 10 Hldgs %
55.22%
Holding
324
New
131
Increased
41
Reduced
67
Closed
84
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$14.8M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$12.8M |
| 3 |
iShares US Technology ETF
IYW
|
$11.4M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$10.1M |
| 5 |
Invesco Preferred ETF
PGX
|
$2.96M |
Top Sells
| 1 |
iShares US Financial Services ETF
IYG
|
$18M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$13.2M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$12.3M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.95M |
| 5 |
Invesco KBW Bank ETF
KBWB
|
$5.88M |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Industrials | 1.94% |
| 3 | Consumer Staples | 1.68% |
| 4 | Consumer Discretionary | 1.4% |
| 5 | Materials | 1.19% |
