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
$594M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$32.8M
3
+$10.6M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$10.3M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$10.2M

Top Sells

1
+$65.5M
2
+$35.5M
3
+$17.6M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$12M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$12M

Sector Composition

1 Industrials 12.1%
2 Consumer Staples 6.45%
3 Financials 1.92%
4 Technology 1.73%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.36%
19,079
+1,727
52
$2.1M 0.35%
33,848
-9,831
53
$2.07M 0.35%
+79,119
54
$1.99M 0.34%
39,083
-11,580
55
$1.79M 0.3%
34,556
+11,285
56
$1.77M 0.3%
+79,486
57
$1.64M 0.28%
+36,548
58
$1.43M 0.24%
+68,552
59
$1.41M 0.24%
9,923
-216
60
$1.28M 0.21%
2,444
-457
61
$1.26M 0.21%
10,742
-6,714
62
$1.26M 0.21%
6,061
+34
63
$1.07M 0.18%
11,880
-69,840
64
$1.05M 0.18%
+38,346
65
$1.03M 0.17%
+24,847
66
$714K 0.12%
+4,289
67
$668K 0.11%
4,627
-15,222
68
$523K 0.09%
23,899
+13,726
69
$480K 0.08%
+9,626
70
$451K 0.08%
3,252
+2,512
71
$429K 0.07%
+13,451
72
$428K 0.07%
13,456
+7,608
73
$423K 0.07%
9,197
+2,931
74
$421K 0.07%
+20,838
75
$414K 0.07%
12,103
+6,341
1 2
3
4 5