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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
$369M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$29.9M
3
+$24.6M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.75M

Top Sells

1
+$36.3M
2
+$30.7M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.5M

Sector Composition

1 Consumer Discretionary 2.33%
2 Consumer Staples 1.31%
3 Technology 1.14%
4 Industrials 1.13%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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302
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304
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305
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-673
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308
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-7,400
309
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310
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311
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-4,507
313
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314
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315
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-13,590
316
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-26,440
317
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-1,805
318
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319
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320
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-6,250
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