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
$294M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

1 +$30.6M
2 +$26.8M
3 +$25.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$10.4M

Sector Composition

1 Consumer Staples 1.32%
2 Consumer Discretionary 1.24%
3 Real Estate 1.24%
4 Financials 1.12%
5 Technology 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,413
302
-2,884
303
-757
304
-166
305
-6,118
306
-8,463
307
-2,038
308
-1,464