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AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.8M
3
+$11.7M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$10.3M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.96M

Top Sells

1
+$18.7M
2
+$13.3M
3
+$12.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.95M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$6.18M

Sector Composition

1 Technology 2.22%
2 Industrials 1.94%
3 Consumer Staples 1.68%
4 Consumer Discretionary 1.4%
5 Materials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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285
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289
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290
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