AP

Advisors Preferred Portfolio holdings

AUM $677M
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$87.5M
2
+$78.2M
3
+$48.3M
4
VUG icon
Vanguard Growth ETF
VUG
+$45.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.7M

Top Sells

1
+$74.6M
2
+$62.8M
3
+$50.6M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$28M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.4M

Sector Composition

1 Healthcare 1.47%
2 Consumer Discretionary 1.32%
3 Technology 1.09%
4 Financials 0.61%
5 Materials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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230
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231
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232
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233
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-214,229
234
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-37,749
235
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-12,910
236
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-1,192
237
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-5,860
238
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-2,130
6 7 8 9
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