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
$223M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.1M
3
+$20.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.21M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$4.06M

Top Sells

1
+$21M
2
+$20.8M
3
+$19.1M
4
PGX icon
Invesco Preferred ETF
PGX
+$8.15M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.42M

Sector Composition

1 Real Estate 1.57%
2 Technology 1.24%
3 Consumer Discretionary 0.97%
4 Industrials 0.94%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$975K 0.44%
51,653
+7,181
27
$846K 0.38%
20,010
+1,262
28
$804K 0.36%
26,110
-12,530
29
$804K 0.36%
15,500
-7,340
30
$801K 0.36%
7,890
-3,800
31
$708K 0.32%
+8,589
32
$708K 0.32%
+16,921
33
$703K 0.31%
13,770
-6,790
34
$692K 0.31%
39,824
-4,585
35
$688K 0.31%
14,565
-2,620
36
$687K 0.31%
8,723
-1,608
37
$686K 0.31%
6,500
-1,202
38
$683K 0.31%
+20,138
39
$682K 0.31%
6,743
-796
40
$678K 0.3%
+14,408
41
$677K 0.3%
+6,028
42
$665K 0.3%
7,356
-2,161
43
$660K 0.3%
+4,170
44
$660K 0.3%
+9,017
45
$647K 0.29%
+26,600
46
$637K 0.29%
+4,901
47
$612K 0.27%
13,527
+10,275
48
$565K 0.25%
10,596
-13,337
49
$550K 0.25%
7,053
+2,013
50
$505K 0.23%
12,530
-6,030
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