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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
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$29.8M
3
+$29.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-8,698
302
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-7,036
303
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-6,729
304
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-317
305
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-1,498
306
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-2,204
307
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-132
308
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-402
309
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-3,386
310
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-409
311
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-333
312
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-1,089
313
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-1,070
314
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-143,450
315
– –
-1,280
316
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-25,305
317
– –
-800
318
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-117
319
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-3,157
320
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-330
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