AP

Advisors Preferred Portfolio holdings

AUM $606M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
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
+$11.4M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$10.1M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.96M

Top Sells

1
+$18M
2
+$13.2M
3
+$12.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.95M
5
KBWB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.91%
65,240
-40,710
27
$1.72M 0.8%
+15,700
28
$1.7M 0.79%
+46,097
29
$1.7M 0.79%
+25,409
30
$1.68M 0.78%
+29,052
31
$1.65M 0.77%
+13,676
32
$1.64M 0.76%
20,680
+16,421
33
$1.63M 0.76%
+19,392
34
$1.62M 0.75%
+25,451
35
$1.6M 0.74%
+14,202
36
$1.6M 0.74%
88,805
+61,796
37
$1.52M 0.7%
12,988
+9,741
38
$1.46M 0.68%
14,400
-6,350
39
$1.46M 0.68%
47,520
-21,150
40
$1.46M 0.68%
28,040
-12,320
41
$1.03M 0.48%
23,392
-62,478
42
$1.03M 0.48%
10,885
-14,000
43
$936K 0.43%
+8,280
44
$921K 0.43%
22,900
-10,250
45
$825K 0.38%
+8,282
46
$464K 0.22%
2,900
-300
47
$442K 0.21%
3,510
-687
48
$415K 0.19%
5,290
-21,430
49
$413K 0.19%
+6,686
50
$411K 0.19%
14,554
+953
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