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
$202M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.4M
3
+$12.8M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$10.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.87M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.23M

Sector Composition

1 Financials 0.71%
2 Real Estate 0.52%
3 Consumer Staples 0.36%
4 Industrials 0.21%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.13%
5,016
-2,937
52
$245K 0.12%
1,945
-1,038
53
$245K 0.12%
8,929
-5,649
54
$240K 0.12%
5,198
-3,952
55
$239K 0.12%
10,077
-6,414
56
$239K 0.12%
1,212
-932
57
$238K 0.12%
2,042
-1,416
58
$238K 0.12%
2,322
-1,502
59
$237K 0.12%
4,031
+1,965
60
$236K 0.12%
14,500
-8,396
61
$233K 0.12%
+6,791
62
$204K 0.1%
9,854
+4,816
63
$141K 0.07%
+1,281
64
$140K 0.07%
+1,221
65
$138K 0.07%
+1,604
66
$130K 0.06%
+3,120
67
$129K 0.06%
+4,975
68
$119K 0.06%
+1,157
69
$117K 0.06%
4,790
-565
70
$113K 0.06%
1,071
+884
71
$104K 0.05%
441
-555
72
$104K 0.05%
2,388
-2,688
73
$95K 0.05%
+1,243
74
$95K 0.05%
1,717
+1,393
75
$92K 0.05%
5,870
+2,571
1 2
3
4 5