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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
$656M
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$26.6M
3
+$26M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$16.8M
5
PINC
Premier
PINC
+$13.2M

Top Sells

1
+$50.7M
2
+$44.9M
3
+$34.6M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$13.1M
5
RSG icon
Republic Services
RSG
+$10.8M

Sector Composition

1 Financials 6.76%
2 Healthcare 4.84%
3 Utilities 4.82%
4 Real Estate 4.4%
5 Technology 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,613
252
– –
-4,641
253
– –
-8,199
254
– –
-11,063
255
– –
-78,301
256
– –
-54,441
257
– –
-6,503
258
– –
-33,317
259
– –
-49,746
260
– –
-93,923
261
– –
-17,042
262
– –
-8,190
263
– –
-97,310
264
– –
-524
265
– –
-22,960
266
– –
-26,449
7 8 9 10
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