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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.9M
3
+$7.84M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.73M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.4M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-614
252
– –
-876
253
– –
-96
254
– –
-83
255
– –
-407,632
256
– –
-67,456
257
– –
-450
258
– –
-1,020
259
– –
-1,169
260
– –
-233
261
– –
-726
262
– –
-917
263
– –
-550
264
– –
-81
265
– –
-73
266
– –
-184
267
– –
-101
268
– –
-798
269
– –
-185
270
– –
-402
271
– –
-1,026
272
– –
-436,794
273
– –
-167
274
– –
-296
275
– –
-327
9 10
11
12 13