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
$316M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$27.6M
3
+$25.9M
4
IYH icon
iShares US Healthcare ETF
IYH
+$25.2M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$25M

Top Sells

1
+$7.4M
2
+$6.83M
3
+$3.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.98M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.93M

Sector Composition

1 Utilities 3.16%
2 Consumer Staples 1.06%
3 Real Estate 0.93%
4 Consumer Discretionary 0.74%
5 Technology 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,166
252
– –
-2,963
253
– –
-3,133
254
– –
-8,418
255
– –
-2,608
7 8 9 10
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