AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
+6.86%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$214M
AUM Growth
+$41.8M
(+24%)
Cap. Flow
+$44.5M
Cap. Flow
% of AUM
20.79%
Top 10 Holdings %
Top 10 Hldgs %
53.77%
Holding
307
New
96
Increased
61
Reduced
21
Closed
129
Top Buys
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$16.4M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$16.3M |
| 3 |
Vanguard Materials ETF
VAW
|
$13.4M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$12.9M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$11.7M |
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
$15.1M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$13.9M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$13.6M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$9.82M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$7.92M |
Sector Composition
| 1 | Financials | 1.77% |
| 2 | Consumer Discretionary | 0.55% |
| 3 | Consumer Staples | 0.54% |
| 4 | Technology | 0.47% |
| 5 | Real Estate | 0.43% |
