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AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.3M
3
+$4.07M
4
BND icon
Vanguard Total Bond Market
BND
+$3.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.56M

Top Sells

1
+$6.46M
2
+$4.96M
3
+$4.86M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$4.49M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.91M

Sector Composition

1 Consumer Discretionary 1.76%
2 Industrials 1.35%
3 Technology 0.93%
4 Healthcare 0.85%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-3,180
502
– –
-218
503
– –
-366
504
– –
-362
505
– –
-7,835
506
– –
-496
17 18 19 20
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