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
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.3K 0.01%
+406
252
$14K 0.01%
825
+57
253
$13.9K 0.01%
926
+158
254
$13.7K 0.01%
+308
255
$13.5K 0.01%
+243
256
$13.5K 0.01%
+605
257
$13.4K 0.01%
+273
258
$13.2K 0.01%
+201
259
$13.1K 0.01%
859
-198
260
$13.1K 0.01%
+576
261
$13.1K 0.01%
+475
262
$13.1K 0.01%
+511
263
$12.9K 0.01%
553
-81
264
$12.3K 0.01%
+380
265
$12.1K 0.01%
+127
266
$12.1K 0.01%
+512
267
$12K 0.01%
+307
268
$12K 0.01%
+104
269
$11.9K 0.01%
+320
270
$11.7K 0.01%
+874
271
$11.7K 0.01%
+820
272
$11.6K 0.01%
+70
273
$11.6K 0.01%
+527
274
$11.6K 0.01%
+351
275
$11.5K 0.01%
140
-987
9 10
11
12 13