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
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.73M
3
+$5.78M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.42M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.87M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.94M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.51M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-3,588
277
– –
-470
278
– –
-70
279
– –
-249
280
– –
-11,016
281
– –
-874
282
– –
-143
283
– –
-257
284
– –
-221
285
– –
-324
286
– –
-139
287
– –
-49
288
– –
-1,634
289
– –
-3,759
290
– –
-1,888
291
– –
-1,922
292
– –
-694
293
– –
-529
294
– –
-2,121
295
– –
-49
296
– –
-373
297
– –
-799
298
– –
-1,927
299
– –
-134
300
– –
-969
10 11
12
13 14