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
$405M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$47M
3
+$7.39M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.9M
5
MTG icon
MGIC Investment
MTG
+$5.27M

Top Sells

1
+$32.6M
2
+$16.2M
3
+$11.1M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.84M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.81M

Sector Composition

1 Financials 5.67%
2 Healthcare 5.3%
3 Consumer Staples 4.22%
4 Consumer Discretionary 3.54%
5 Industrials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$911K 0.22%
+17,623
52
$879K 0.22%
+6,262
53
$792K 0.2%
6,735
-14,646
54
$728K 0.18%
13,618
-4,032
55
$705K 0.17%
+4,259
56
$695K 0.17%
+4,424
57
$668K 0.16%
+39,932
58
$600K 0.15%
+107,769
59
$544K 0.13%
+967
60
$505K 0.12%
+1,102
61
$499K 0.12%
6,472
-12
62
$498K 0.12%
4,330
-429
63
$498K 0.12%
2,681
+22
64
$496K 0.12%
+2,909
65
$494K 0.12%
3,660
+654
66
$494K 0.12%
2,194
+196
67
$494K 0.12%
8,147
+336
68
$491K 0.12%
912
+4
69
$490K 0.12%
+6,137
70
$488K 0.12%
1,938
+18
71
$478K 0.12%
13,044
+1,271
72
$477K 0.12%
+1,667
73
$474K 0.12%
+6,150
74
$461K 0.11%
1,000
-453
75
$461K 0.11%
6,122
-31,540
1 2
3
4 5