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
$219M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.39M
3
+$4.1M
4
BND icon
Vanguard Total Bond Market
BND
+$3.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.59M

Top Sells

1
+$6.53M
2
+$5.02M
3
+$4.82M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$4.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.91M

Sector Composition

1 Consumer Discretionary 1.76%
2 Industrials 1.35%
3 Technology 0.93%
4 Healthcare 0.85%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$79.6K 0.04%
+2,035
227
$79.2K 0.04%
+1,804
228
$79.1K 0.04%
3,435
+2,084
229
$78.9K 0.04%
+2,354
230
$78.7K 0.04%
+2,330
231
$78.7K 0.04%
+853
232
$78.3K 0.04%
1,224
+778
233
$78.2K 0.04%
+1,127
234
$78.1K 0.04%
+1,151
235
$76.8K 0.04%
4,610
+2,070
236
$76.7K 0.04%
+1,453
237
$72.1K 0.03%
+1,659
238
$66.9K 0.03%
+705
239
$66.9K 0.03%
+5,165
240
$66K 0.03%
1,503
-1,122
241
$65.8K 0.03%
+4,978
242
$65.6K 0.03%
+3,381
243
$65K 0.03%
+1,849
244
$65K 0.03%
+986
245
$64.2K 0.03%
+1,148
246
$64.1K 0.03%
1,626
-207
247
$64.1K 0.03%
4,554
-594
248
$63.9K 0.03%
209
+56
249
$63.8K 0.03%
+3,325
250
$62.9K 0.03%
+1,004
8 9
10
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