AP

Advisors Preferred Portfolio holdings

AUM $614M
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.5M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.71M
3
+$4.68M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.28M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.27M

Top Sells

1
+$47.7M
2
+$37.9M
3
+$28.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.9M

Sector Composition

1 Real Estate 8.11%
2 Consumer Discretionary 3.79%
3 Financials 2.27%
4 Industrials 2.14%
5 Materials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,221
252
– –
-8,528
253
– –
-558
254
– –
-9,352
255
– –
-26,347
256
– –
-2,678
257
– –
-61,660
258
– –
-20,138
7 8 9 10
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