AP
Advisors Preferred Portfolio holdings
AUM
$606M
1-Year Return
21.45%
This Quarter Return
+6.02%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$1.03B
AUM Growth
+$310M
(+43%)
Cap. Flow
+$292M
Cap. Flow
% of AUM
28.39%
Top 10 Holdings %
Top 10 Hldgs %
60.89%
Holding
250
New
73
Increased
51
Reduced
36
Closed
85
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$72M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$66.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$53.9M |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$26.5M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$23.5M |
Sector Composition
| 1 | Consumer Staples | 4.76% |
| 2 | Industrials | 3.33% |
| 3 | Technology | 1.96% |
| 4 | Materials | 1.85% |
| 5 | Healthcare | 1.15% |
