AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
+4.33%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$223M
AUM Growth
-$528K
(-0.24%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-4.9%
Top 10 Holdings %
Top 10 Hldgs %
73.87%
Holding
292
New
98
Increased
23
Reduced
62
Closed
109
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$24.9M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$23.1M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$20.8M |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$5.21M |
| 5 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$4.06M |
Top Sells
| 1 |
VanEck Oil Services ETF
OIH
|
$21M |
| 2 |
SPDR S&P Retail ETF
XRT
|
$20.8M |
| 3 |
iShares US Technology ETF
IYW
|
$19.1M |
| 4 |
Invesco Preferred ETF
PGX
|
$8.15M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$6.42M |
Sector Composition
| 1 | Real Estate | 1.57% |
| 2 | Technology | 1.24% |
| 3 | Consumer Discretionary | 0.97% |
| 4 | Industrials | 0.94% |
| 5 | Financials | 0.77% |
