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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$59.5M
2 +$58.6M
3 +$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1 +$43.2M
2 +$13.3M
3 +$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-128
302
-487,899
303
-256
304
-1,302
305
-6,712
306
-55,101
307
-7,710