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
$369M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$32.1M
3
+$25.5M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$12.7M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.83M

Top Sells

1
+$36.3M
2
+$30.7M
3
+$30.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.2M

Sector Composition

1 Consumer Discretionary 2.33%
2 Consumer Staples 1.31%
3 Technology 1.14%
4 Industrials 1.13%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.16%
+1,547
52
$533K 0.14%
+3,730
53
$492K 0.13%
+12,786
54
$458K 0.12%
2,571
+1,736
55
$442K 0.12%
6,842
+336
56
$420K 0.11%
+20,639
57
$397K 0.11%
+9,475
58
$387K 0.1%
+12,930
59
$381K 0.1%
8,928
+6,941
60
$381K 0.1%
+26,656
61
$378K 0.1%
+1,267
62
$377K 0.1%
+1,587
63
$376K 0.1%
+1,558
64
$376K 0.1%
+2,820
65
$370K 0.1%
+16,984
66
$351K 0.1%
1,650
+350
67
$340K 0.09%
+6,003
68
$326K 0.09%
4,720
-333
69
$325K 0.09%
+3,429
70
$316K 0.09%
4,935
-331
71
$312K 0.08%
+7,163
72
$312K 0.08%
+10,889
73
$310K 0.08%
+1,723
74
$302K 0.08%
+3,369
75
$291K 0.08%
+2,424
1 2
3
4 5