AP
Advisors Preferred Portfolio holdings
AUM
$606M
This Quarter Return
+2.65%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$191K
AUM Growth
+$191K
(-100%)
Cap. Flow
-$37.2M
Cap. Flow
% of AUM
-19,485.68%
Top 10 Holdings %
Top 10 Hldgs %
66.05%
Holding
305
New
120
Increased
36
Reduced
48
Closed
101
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.08% |
| 2 | Technology | 0.98% |
| 3 | Industrials | 0.92% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Healthcare | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Communication Services ETF
VOX
$5.74B
| – | – |
-1,991
| Closed | -$199K |
|
302
Bristow Group
VTOL
$1.07B
| – | – |
-3,117
| Closed | -$53K |
|
303
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
| – | – |
-399
| Closed | -$14K |
|
304
Webster Financial
WBS
$10.3B
| – | – |
-491
| Closed | -$27K |
|