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
51
$401K 0.19%
16,863
+358
52
$397K 0.18%
8,251
+193
53
$390K 0.18%
13,750
+11,490
54
$376K 0.17%
7,570
-34,620
55
$375K 0.17%
14,860
+5,410
56
$375K 0.17%
7,850
-36,130
57
$375K 0.17%
15,510
-71,430
58
$375K 0.17%
3,580
-16,600
59
$366K 0.17%
21,260
-101,090
60
$355K 0.16%
+10,244
61
$322K 0.15%
8,258
+1,607
62
$295K 0.14%
7,735
-2,414
63
$262K 0.12%
2,626
+1,393
64
$239K 0.11%
+18,475
65
$230K 0.11%
5,447
+1,955
66
$216K 0.1%
1,791
+898
67
$214K 0.1%
+8,746
68
$213K 0.1%
8,519
-7,743
69
$211K 0.1%
+11,037
70
$203K 0.09%
10,401
-4,128
71
$200K 0.09%
5,129
-2,780
72
$195K 0.09%
+5,735
73
$181K 0.08%
3,005
+2,847
74
$179K 0.08%
+5,482
75
$164K 0.08%
8,596
-10,312
1 2
3
4 5