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
301
$23.9K 0.01%
473
-2,529
302
$23.5K 0.01%
+133
303
$22.1K 0.01%
+209
304
$15.7K 0.01%
768
-1
305
$15.5K 0.01%
1,057
-447
306
$15.4K 0.01%
573
-277
307
$15.2K 0.01%
571
+28
308
$15.1K 0.01%
441
-4,711
309
$14.8K 0.01%
304
-203
310
$14.7K 0.01%
+493
311
$14.5K 0.01%
+732
312
$14.4K 0.01%
115
-78
313
$14.4K 0.01%
176
-71
314
$13.9K 0.01%
274
-87
315
$13.8K 0.01%
+732
316
$13.7K 0.01%
768
-207
317
$13.6K 0.01%
257
-140
318
$13.6K 0.01%
634
-285
319
$13.6K 0.01%
475
-75
320
$12.4K 0.01%
442
-3,729
321
$11.5K 0.01%
+836
322
$11.4K 0.01%
+122
323
$11.3K 0.01%
+498
324
$11.2K 0.01%
+317
325
$11.1K 0.01%
+161
11 12
13
14 15