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
$604M
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$58.6M
3
+$57.3M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$35.5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$18.8M

Top Sells

1
+$43.2M
2
+$13.3M
3
+$9.11M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$9.08M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.48M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.14%
3 Industrials 3.94%
4 Consumer Discretionary 3.87%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.42%
41,309
-9,511
52
$2.45M 0.41%
+11,990
53
$2.45M 0.41%
+39,477
54
$2.44M 0.4%
+62,358
55
$2.42M 0.4%
+139,395
56
$2.35M 0.39%
+30,568
57
$2.34M 0.39%
+14,193
58
$2.33M 0.39%
+67,945
59
$2.32M 0.38%
+50,663
60
$2.31M 0.38%
+68,338
61
$2.27M 0.38%
+20,220
62
$2.27M 0.38%
+22,354
63
$2.21M 0.37%
39,705
+26,970
64
$2.21M 0.37%
+17,456
65
$2.15M 0.36%
+14,250
66
$2.14M 0.35%
+90,149
67
$2.13M 0.35%
21,184
+21,054
68
$2.13M 0.35%
+28,132
69
$2.1M 0.35%
+140,333
70
$2.02M 0.34%
+4,375
71
$2.01M 0.33%
13,669
+3,847
72
$1.99M 0.33%
+14,824
73
$1.99M 0.33%
+9,522
74
$1.96M 0.32%
+17,352
75
$1.93M 0.32%
5,227
+1,116
1 2
3
4 5