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
76
$157K 0.07%
1,481
+1,322
77
$155K 0.07%
7,931
-19,125
78
$154K 0.07%
+5,053
79
$151K 0.07%
1,524
-1,754
80
$143K 0.07%
2,991
+2,475
81
$142K 0.07%
+6,010
82
$142K 0.07%
3,904
+3,135
83
$142K 0.07%
30,347
+23,610
84
$141K 0.07%
+1,315
85
$140K 0.07%
+2,385
86
$140K 0.07%
+1,852
87
$139K 0.06%
+3,076
88
$139K 0.06%
+3,309
89
$139K 0.06%
+6,208
90
$138K 0.06%
+538
91
$120K 0.06%
1,778
-709
92
$119K 0.06%
2,548
+2,036
93
$117K 0.05%
+1,093
94
$114K 0.05%
+5,934
95
$113K 0.05%
+1,301
96
$113K 0.05%
+1,276
97
$113K 0.05%
+604
98
$112K 0.05%
+2,534
99
$111K 0.05%
+340
100
$111K 0.05%
+1,156
2 3
4
5 6