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
$214M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$16.3M
3
+$13.4M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.7M

Top Sells

1
+$15.1M
2
+$13.9M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M

Sector Composition

1 Financials 1.77%
2 Consumer Discretionary 0.55%
3 Consumer Staples 0.54%
4 Technology 0.47%
5 Real Estate 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.14%
110,290
+39,790
27
$2.43M 1.14%
49,780
+18,370
28
$2.43M 1.14%
22,940
+8,340
29
$2.43M 1.14%
79,310
+28,350
30
$2.12M 0.99%
41,750
+10,230
31
$1.66M 0.77%
26,538
-73,400
32
$1.56M 0.73%
+33,740
33
$1.53M 0.72%
38,190
+13,400
34
$1.42M 0.66%
12,656
-17,129
35
$1.41M 0.66%
12,577
-1,492
36
$1.41M 0.66%
16,801
-2,005
37
$1.23M 0.57%
38,667
+11,734
38
$1.15M 0.54%
22,940
+8,230
39
$1.12M 0.53%
41,730
+12,340
40
$1.06M 0.5%
12,193
-1,813
41
$1.06M 0.5%
+56,304
42
$933K 0.44%
43,000
+5,100
43
$625K 0.29%
7,297
-10,940
44
$514K 0.24%
4,095
-97
45
$479K 0.22%
+44,256
46
$463K 0.22%
3,900
-11,800
47
$439K 0.21%
17,610
+8,170
48
$365K 0.17%
17,102
+2,180
49
$357K 0.17%
11,929
-1,485
50
$356K 0.17%
21,776
-2,086
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