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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.73%
82,990
+9,910
27
$1.46M 0.72%
28,950
-36,202
28
$1.46M 0.72%
48,040
+5,840
29
$1.46M 0.72%
18,090
-13,371
30
$1.46M 0.72%
58,130
+6,140
31
$1.46M 0.72%
13,760
+1,580
32
$1.46M 0.72%
66,120
+8,040
33
$1.45M 0.72%
14,430
+1,500
34
$1.44M 0.71%
29,500
+3,125
35
$1.05M 0.52%
8,077
+6,420
36
$994K 0.49%
46,500
+19,200
37
$922K 0.46%
23,080
+2,740
38
$898K 0.45%
8,105
-1,926
39
$896K 0.44%
8,120
-6,196
40
$895K 0.44%
10,809
-2,614
41
$699K 0.35%
+8,556
42
$691K 0.34%
+21,900
43
$688K 0.34%
13,760
+1,680
44
$663K 0.33%
8,115
+5,367
45
$502K 0.25%
16,551
-2,460
46
$447K 0.22%
4,808
-1,356
47
$397K 0.2%
3,375
-140
48
$392K 0.19%
+10,680
49
$283K 0.14%
11,450
-28,030
50
$280K 0.14%
+5,138
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