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
$172M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.37M
3
+$9.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.45M

Top Sells

1
+$18.2M
2
+$16.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.1M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.29M

Sector Composition

1 Financials 1.01%
2 Consumer Staples 0.83%
3 Real Estate 0.67%
4 Industrials 0.36%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.23%
3,386
+1,344
52
$400K 0.23%
2,191
+979
53
$397K 0.23%
7,417
+2,401
54
$390K 0.23%
13,414
+4,485
55
$387K 0.22%
16,125
+6,048
56
$383K 0.22%
23,862
+9,362
57
$324K 0.19%
14,922
+5,068
58
$234K 0.14%
9,440
-2,010
59
$144K 0.08%
+3,379
60
$118K 0.07%
+5,721
61
$106K 0.06%
+3,531
62
$100K 0.06%
3,880
-910
63
$96K 0.06%
683
+461
64
$95K 0.06%
+1,247
65
$94K 0.05%
2,772
+2,065
66
$91K 0.05%
+2,818
67
$88K 0.05%
+2,496
68
$82K 0.05%
+5,917
69
$81K 0.05%
+707
70
$80K 0.05%
+1,868
71
$79K 0.05%
+2,011
72
$79K 0.05%
+2,548
73
$79K 0.05%
+927
74
$79K 0.05%
+1,387
75
$78K 0.05%
+799
1 2
3
4 5