We are live on ! Find out more
AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$27.6M
3
+$25.9M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$25M

Top Sells

1
+$7.4M
2
+$6.83M
3
+$3.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.98M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.93M

Sector Composition

1 Utilities 3.16%
2 Consumer Staples 1.06%
3 Real Estate 0.93%
4 Consumer Discretionary 0.74%
5 Technology 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,862
227
– –
-18,482
228
– –
-3,952
229
– –
-8,236
230
– –
-4,030
231
– –
-35,594
232
– –
-16,290
233
– –
-1,972
234
– –
-8,160
235
– –
-4,345
236
– –
-141,882
237
– –
-23,242
238
– –
-871
239
– –
-277
240
– –
-48
241
– –
-665
242
– –
-199
243
– –
-7,539
244
– –
-1,166
245
– –
-1,776
246
– –
-1,732
247
– –
-2,270
248
– –
-1,346
249
– –
-2,963
250
– –
-3,133
7 8 9
10
11