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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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.9M
3
+$7.84M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.73M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.4M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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-1,071
328
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-53,443
329
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-2,387
330
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-142
331
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-74
332
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-1,717
333
– –
-786
334
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335
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336
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-8
337
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-2,022
338
– –
-695
339
– –
-44
340
– –
-173
10 11 12 13
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