We are live on ! Find out more
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
$155M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$8.73M
3
+$5.78M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.42M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.87M

Top Sells

1
+$7.03M
2
+$6.66M
3
+$5.94M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.51M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.23M

Sector Composition

1 Technology 0.61%
2 Financials 0.46%
3 Healthcare 0.35%
4 Industrials 0.34%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-154
327
– –
-2,164
328
– –
-73
329
– –
-553
330
– –
-408
331
– –
-383
332
– –
-2,146
333
– –
-1,203
334
– –
-536
335
– –
-1,433
336
– –
-81
337
– –
-12,499
338
– –
-554
339
– –
-30,026
340
– –
-17,751
341
– –
-3,256
342
– –
-335
343
– –
-548
344
– –
-13,056
345
– –
-104
346
– –
-100,630
347
– –
-981
348
– –
-42
349
– –
-12,401
350
– –
-238
12 13
14
15 16