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
151
$68K 0.03%
+340
152
$67K 0.03%
+420
153
$65K 0.03%
1,646
-4,122
154
$65K 0.03%
+4,603
155
$62K 0.03%
+2,007
156
$57K 0.03%
1,448
-1,076
157
$55K 0.03%
785
-3,676
158
$52K 0.02%
757
+361
159
$47K 0.02%
+1,327
160
$45K 0.02%
+724
161
$45K 0.02%
+684
162
$45K 0.02%
+390
163
$45K 0.02%
+744
164
$44K 0.02%
+355
165
$44K 0.02%
1,470
-2,652
166
$44K 0.02%
855
-2,989
167
$44K 0.02%
+1,125
168
$44K 0.02%
+699
169
$44K 0.02%
+542
170
$43K 0.02%
+1,725
171
$43K 0.02%
762
-3,630
172
$43K 0.02%
1,739
-2,818
173
$42K 0.02%
328
-612
174
$39K 0.02%
894
-412,506
175
$36K 0.02%
694
+440
5 6
7
8 9