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
$219M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.39M
3
+$4.1M
4
BND icon
Vanguard Total Bond Market
BND
+$3.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.59M

Top Sells

1
+$6.53M
2
+$5.02M
3
+$4.82M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$4.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.91M

Sector Composition

1 Consumer Discretionary 1.76%
2 Industrials 1.35%
3 Technology 0.93%
4 Healthcare 0.85%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.3K 0.01%
811
+315
277
$31.3K 0.01%
1,737
+665
278
$31.2K 0.01%
+863
279
$30.7K 0.01%
2,661
+1,201
280
$30.6K 0.01%
854
+234
281
$30.6K 0.01%
+492
282
$30.5K 0.01%
+200
283
$30.3K 0.01%
1,465
+376
284
$30.2K 0.01%
2,612
+288
285
$30K 0.01%
7,992
+2,130
286
$29.9K 0.01%
1,529
+1,197
287
$29.3K 0.01%
+414
288
$29.1K 0.01%
1,018
+604
289
$29.1K 0.01%
554
+226
290
$29K 0.01%
+649
291
$29K 0.01%
615
+236
292
$28.9K 0.01%
364
+147
293
$28.8K 0.01%
+434
294
$28.7K 0.01%
677
-110
295
$28.6K 0.01%
175
-10
296
$28.5K 0.01%
484
+186
297
$28.5K 0.01%
+374
298
$28.5K 0.01%
+458
299
$28.4K 0.01%
1,246
+326
300
$28.4K 0.01%
482
+189
10 11
12
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