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
126
$94K 0.04%
+1,096
127
$94K 0.04%
+3,668
128
$93K 0.04%
+16,080
129
$93K 0.04%
+8,825
130
$93K 0.04%
+2,504
131
$93K 0.04%
+2,516
132
$93K 0.04%
+4,983
133
$93K 0.04%
+3,221
134
$93K 0.04%
+7,503
135
$92K 0.04%
+796
136
$92K 0.04%
+10,848
137
$89K 0.04%
1,207
+974
138
$88K 0.04%
458
+354
139
$87K 0.04%
1,665
+1,462
140
$81K 0.04%
+1,473
141
$79K 0.04%
+428
142
$77K 0.04%
+2,129
143
$75K 0.03%
+7,045
144
$75K 0.03%
+2,449
145
$73K 0.03%
+1,442
146
$72K 0.03%
+2,311
147
$69K 0.03%
+802
148
$69K 0.03%
+1,027
149
$68K 0.03%
+313
150
$68K 0.03%
+476
4 5
6
7 8