AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
-3.65%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$163M
AUM Growth
-$206M
(-56%)
Cap. Flow
-$176M
Cap. Flow
% of AUM
-107.79%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
299
New
74
Increased
18
Reduced
30
Closed
177
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$14.7M |
| 2 |
iShares MBS ETF
MBB
|
$12.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$10.4M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$4.26M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.22M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$35.8M |
| 2 |
Invesco KBW Bank ETF
KBWB
|
$32M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$31.7M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$28.8M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$28.4M |
Sector Composition
| 1 | Real Estate | 3.49% |
| 2 | Utilities | 3.08% |
| 3 | Consumer Staples | 1.91% |
| 4 | Industrials | 0.95% |
| 5 | Technology | 0.83% |
