AP

Advisors Preferred Portfolio holdings

AUM $677M
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-7,695
477
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478
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479
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-209
480
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-1,745
481
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482
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-853
483
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-1,849
484
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-2,103
485
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-836
486
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-320
487
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-1,672
488
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-986
489
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-3,583
490
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-6,576
491
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-677
492
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-1,626
493
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-39,567
494
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-24,558
495
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-41,401
496
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-4,792
497
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-60,736
498
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-115
499
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-17,804
500
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-442
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