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

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

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
26
$1.6M 0.93%
31,520
+2,570
27
$1.59M 0.92%
15,710
+1,280
28
$1.58M 0.92%
18,806
+7,997
29
$1.58M 0.92%
14,069
+5,964
30
$1.56M 0.91%
30,940
+1,990
31
$1.55M 0.9%
18,237
+10,122
32
$1.55M 0.9%
61,090
+2,960
33
$1.55M 0.9%
70,500
+4,380
34
$1.55M 0.9%
14,600
+840
35
$1.55M 0.9%
50,960
+2,920
36
$1.55M 0.9%
87,310
+4,320
37
$1.54M 0.9%
31,410
+1,910
38
$1.33M 0.77%
+55,779
39
$1.19M 0.69%
14,006
+5,450
40
$1.18M 0.68%
34,737
+12,837
41
$992K 0.58%
24,790
+1,710
42
$841K 0.49%
26,933
+10,382
43
$823K 0.48%
37,900
-8,600
44
$738K 0.43%
14,710
+950
45
$631K 0.37%
16,658
+5,978
46
$531K 0.31%
4,192
+817
47
$423K 0.25%
6,377
+2,346
48
$420K 0.24%
3,967
+1,645
49
$414K 0.24%
2,995
+1,050
50
$405K 0.24%
7,876
+2,678
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