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
$316M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$29.1M
3
+$27.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$26.8M
5
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M

Top Sells

1
+$7.4M
2
+$6.83M
3
+$3.09M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.98M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.98M

Sector Composition

1 Utilities 3.16%
2 Consumer Staples 1.06%
3 Real Estate 0.93%
4 Consumer Discretionary 0.74%
5 Technology 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.44%
34,650
+23,550
27
$1.35M 0.43%
+72,414
28
$1.34M 0.42%
10,610
+9,519
29
$1.29M 0.41%
+24,679
30
$1.22M 0.38%
+14,051
31
$1.2M 0.38%
24,456
-5,695
32
$1.07M 0.34%
10,075
-28,939
33
$959K 0.3%
+43,174
34
$904K 0.29%
9,260
-4,059
35
$898K 0.28%
15,185
+14,008
36
$852K 0.27%
8,505
-1,623
37
$843K 0.27%
+15,638
38
$843K 0.27%
8,114
-7,973
39
$841K 0.27%
6,861
+3,359
40
$836K 0.26%
34,315
-8,510
41
$835K 0.26%
7,654
-1,774
42
$834K 0.26%
10,278
-2,382
43
$831K 0.26%
17,187
-3,806
44
$816K 0.26%
+5,048
45
$816K 0.26%
+7,107
46
$814K 0.26%
20,930
+14,230
47
$809K 0.26%
48,254
-17,412
48
$800K 0.25%
+8,025
49
$785K 0.25%
+26,660
50
$695K 0.22%
5,694
+1,624
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