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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$58.6M
3
+$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1
+$43.2M
2
+$13.3M
3
+$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 0.67%
+223,562
27
$3.96M 0.66%
+42,381
28
$3.94M 0.65%
55,127
-127,302
29
$3.94M 0.65%
81,720
+51,330
30
$3.89M 0.64%
+339,308
31
$3.88M 0.64%
+50,329
32
$3.83M 0.63%
+140,203
33
$3.82M 0.63%
49,690
+33,200
34
$3.81M 0.63%
25,300
+17,300
35
$3.7M 0.61%
+21,940
36
$3.55M 0.59%
+93,138
37
$3.54M 0.59%
+26,477
38
$3.5M 0.58%
+20,308
39
$3.38M 0.56%
+141,405
40
$3.33M 0.55%
18,980
+10,323
41
$3.19M 0.53%
92,055
+72,710
42
$3.05M 0.51%
60,810
+32,393
43
$2.96M 0.49%
+37,454
44
$2.81M 0.47%
+19,849
45
$2.81M 0.47%
+69,351
46
$2.8M 0.46%
+13,403
47
$2.73M 0.45%
+20,160
48
$2.68M 0.44%
43,679
-34,497
49
$2.59M 0.43%
+9,336
50
$2.57M 0.43%
+15,156
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