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
$82.5M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.83M
3
+$4.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.96M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.36M

Top Sells

1
+$44.8M
2
+$37.9M
3
+$28.9M
4
IYR icon
iShares US Real Estate ETF
IYR
+$24.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.9M

Sector Composition

1 Real Estate 8.11%
2 Consumer Discretionary 3.79%
3 Financials 2.27%
4 Industrials 2.14%
5 Materials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.28%
4,772
+3,129
52
$229K 0.28%
+5,845
53
$226K 0.27%
+5,951
54
$223K 0.27%
4,220
+3,116
55
$182K 0.22%
8,473
+633
56
$174K 0.21%
+3,069
57
$172K 0.21%
+4,918
58
$158K 0.19%
3,558
-20
59
$153K 0.19%
+1,776
60
$144K 0.17%
5,448
+4,683
61
$140K 0.17%
+724
62
$133K 0.16%
+1,091
63
$133K 0.16%
+3,448
64
$107K 0.13%
+2,460
65
$107K 0.13%
665
+145
66
$106K 0.13%
+2,427
67
$106K 0.13%
+6,081
68
$105K 0.13%
+972
69
$105K 0.13%
+2,658
70
$105K 0.13%
+1,972
71
$103K 0.12%
+2,847
72
$86K 0.1%
866
-450,680
73
$81K 0.1%
+1,415
74
$80K 0.1%
678
+122
75
$71K 0.09%
+1,902
1 2
3
4 5