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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
$606M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$30.8M
3
+$12.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$9.21M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.98M

Top Sells

1
+$102M
2
+$32.9M
3
+$18.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.3M
5
COST icon
Costco
COST
+$15.9M

Sector Composition

1 Technology 6.97%
2 Healthcare 4.79%
3 Financials 4.71%
4 Consumer Staples 4.59%
5 Utilities 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-3,917
302
– –
-41,931
303
– –
-15,723
304
– –
-8,107
305
– –
-5,567
306
– –
-339
307
– –
-3,652
308
– –
-146,351
9 10 11 12
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