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
$316M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$29.1M
3
+$27.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$26.8M
5
IYH icon
iShares US Healthcare ETF
IYH
+$25.7M

Top Sells

1
+$7.4M
2
+$6.83M
3
+$3.09M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.98M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.98M

Sector Composition

1 Utilities 3.16%
2 Consumer Staples 1.06%
3 Real Estate 0.93%
4 Consumer Discretionary 0.74%
5 Technology 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.2%
+28,216
52
$542K 0.17%
+6,810
53
$504K 0.16%
+10,000
54
$502K 0.16%
+19,940
55
$501K 0.16%
+10,340
56
$501K 0.16%
+20,290
57
$501K 0.16%
+4,730
58
$493K 0.16%
+28,080
59
$475K 0.15%
+17,318
60
$405K 0.13%
3,891
+1,366
61
$404K 0.13%
+19,516
62
$403K 0.13%
+6,741
63
$403K 0.13%
7,271
+2,499
64
$402K 0.13%
+8,059
65
$398K 0.13%
+8,244
66
$398K 0.13%
+23,427
67
$397K 0.13%
9,206
+3,361
68
$390K 0.12%
6,147
+3,720
69
$366K 0.12%
+2,884
70
$341K 0.11%
1,900
-900
71
$330K 0.1%
+12,665
72
$323K 0.1%
5,552
+1,332
73
$322K 0.1%
+6,830
74
$316K 0.1%
+3,220
75
$316K 0.1%
1,461
+737
1 2
3
4 5