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
$594M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$32.8M
3
+$10.6M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$10.3M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$10.2M

Top Sells

1
+$65.5M
2
+$35.5M
3
+$17.6M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$12M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$12M

Sector Composition

1 Industrials 12.1%
2 Consumer Staples 6.45%
3 Financials 1.92%
4 Technology 1.73%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.78M 1.14%
+113,728
27
$6.52M 1.1%
+188,788
28
$6.49M 1.09%
80,107
+1,089
29
$5.96M 1%
60,043
30
$5.74M 0.97%
+90,207
31
$5.19M 0.87%
11,668
-1,614
32
$4.64M 0.78%
49,266
-5,575
33
$4.51M 0.76%
+16,608
34
$4.43M 0.75%
48,470
-1,210
35
$4.3M 0.73%
49,690
36
$4.29M 0.72%
+22,474
37
$4.1M 0.69%
25,300
38
$4.07M 0.69%
+110,448
39
$3.5M 0.59%
193,976
-29,586
40
$3.48M 0.59%
45,215
-5,114
41
$3.47M 0.58%
+6,299
42
$3.27M 0.55%
+56,124
43
$2.88M 0.49%
+97,455
44
$2.74M 0.46%
28,963
-8,491
45
$2.73M 0.46%
+70,715
46
$2.64M 0.44%
21,968
+5,190
47
$2.61M 0.44%
+40,768
48
$2.47M 0.42%
13,208
-1,948
49
$2.44M 0.41%
39,705
50
$2.38M 0.4%
+26,625
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