AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
+8.85%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$701M
AUM Growth
+$163M
(+30%)
Cap. Flow
+$136M
Cap. Flow
% of AUM
19.37%
Top 10 Holdings %
Top 10 Hldgs %
67.28%
Holding
222
New
56
Increased
50
Reduced
58
Closed
58
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$69.6M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$62.8M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$49.8M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$46.9M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$45M |
Top Sells
| 1 |
iShares Semiconductor ETF
SOXX
|
$46.6M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$33.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$11M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$10.8M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$10.5M |
Sector Composition
| 1 | Healthcare | 2.34% |
| 2 | Technology | 1.3% |
| 3 | Financials | 0.92% |
| 4 | Industrials | 0.83% |
| 5 | Consumer Staples | 0.81% |
