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
251
$62.5K 0.03%
1,069
-725
252
$60K 0.03%
+2,103
253
$59.8K 0.03%
+3,204
254
$59.3K 0.03%
+1,095
255
$58.4K 0.03%
+1,324
256
$58K 0.03%
+1,745
257
$57.8K 0.03%
+1,156
258
$56.9K 0.03%
+3,172
259
$56.8K 0.03%
+3,078
260
$56.6K 0.03%
+1,610
261
$53.4K 0.02%
1,207
+587
262
$52.5K 0.02%
+690
263
$51.5K 0.02%
20,501
+17,562
264
$51.4K 0.02%
+1,738
265
$50K 0.02%
+749
266
$49.8K 0.02%
+863
267
$49.5K 0.02%
+2,751
268
$34.4K 0.02%
+1,092
269
$34.4K 0.02%
916
+545
270
$32.4K 0.01%
+1,151
271
$31.9K 0.01%
+320
272
$31.8K 0.01%
417
+9
273
$31.8K 0.01%
539
-59,019
274
$31.6K 0.01%
892
-1,600
275
$31.4K 0.01%
+2,040
9 10
11
12 13