AP
Advisors Preferred Portfolio holdings
AUM
$606M
This Quarter Return
+11.84%
1 Year Return
+21.45%
3 Year Return
+98.69%
5 Year Return
+174.49%
10 Year Return
+526.72%
AUM
$316M
AUM Growth
+$316M
(+283%)
Cap. Flow
+$231M
Cap. Flow
% of AUM
73.15%
Top 10 Holdings %
Top 10 Hldgs %
71.22%
Holding
260
New
139
Increased
30
Reduced
20
Closed
71
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$42.3M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$29.1M |
| 3 |
iShares US Real Estate ETF
IYR
|
$27.3M |
| 4 |
iShares Semiconductor ETF
SOXX
|
$26.8M |
| 5 |
iShares US Healthcare ETF
IYH
|
$25.7M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$7.4M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$6.83M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.09M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$2.98M |
| 5 |
VanEck Intermediate Muni ETF
ITM
|
$2.98M |
Sector Composition
| 1 | Utilities | 3.15% |
| 2 | Consumer Staples | 1.06% |
| 3 | Real Estate | 0.93% |
| 4 | Consumer Discretionary | 0.74% |
| 5 | Technology | 0.63% |
